Aerodigm Wealth LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.5B

Discretionary

$1.5B

99% of AUM

Avg account

$1.8M

Accounts

819

Employees

Advisory reps

Firm details

Headquarters: Lake Oswego, Oregon
CRD number: 282312
Registered since: March 24, 2020
Website: aerodigmwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.09%
Other13.87%
Corporations / Businesses1.39%
Individuals1.31%
Charitable Organizations0.35%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aerodigm Wealth LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves both individual and family clients as well as institutional and business accounts. Its ownership structure is reported as a mix of a domestic entity and an individual. Advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and other institutions. Fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. Public filings and asset breakdowns show a clear tilt toward exchange-traded equities within client portfolios, while the firm also implements traditional fixed-income and pooled-fund vehicles. Aerodigm routes alternative exposures through external fund managers rather than operating proprietary alternative funds.