# Aerodigm Wealth LLC

> Aerodigm Wealth LLC is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 282312
- Filed as: AERODIGM WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282312
- AdvisorCensus page: https://advisorcensus.com/firm/aerodigm-wealth-llc-lake-oswego-or-282312

## Quick answers

**How is Aerodigm Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aerodigm Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Aerodigm Wealth LLC charge?**
Its Form ADV Part 2A brochure dated January 12, 2026 states: Hourly rate: $225 to $355 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aerodigm Wealth LLC located?**
Aerodigm Wealth LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Aerodigm Wealth LLC registered with the SEC or a state?**
Aerodigm Wealth LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 282312.

**How much does Aerodigm Wealth LLC manage?**
Aerodigm Wealth LLC reports $1,463,229,855 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (99% discretionary).

**How have Aerodigm Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Aerodigm Wealth LLC: Regulatory assets under management: $140,615,057 in the October 2021 data and $1,463,229,855 in the October 2026 data, up 941%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aerodigm Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (158); individuals (other than high net worth individuals) (54); other (34).

**Which custodians does Aerodigm Wealth LLC use?**
Aerodigm Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Aerodigm Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282312

**What changed in Aerodigm Wealth LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 12, 2026)

- Hourly rate: $225 to $355 an hour (Financial Planning Services)

> using hourly rates ranging from $225/hr to $355/hr. The hourly rate used for determining the fixed fees to be applied will depend on, among other factors, the nature of the services

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,463,229,855
- Discretionary: $1,451,867,427
- Non-discretionary: $11,362,428

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $19,187,077 |
| High net worth individuals | 158 | $1,215,769,804 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $5,084,983 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $20,280,599 |
| Other | 34 | $202,907,392 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, ID, NH, NY, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [delapwa.com](https://delapwa.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,615,057 | 4 | August 30, 2021 |
| October 2022 | $253,089,719 | 4 | March 16, 2022 |
| October 2023 | $317,812,809 | 5 | July 24, 2023 |
| October 2024 | $545,647,028 | 6 | March 22, 2024 |
| October 2025 | $819,926,324 | 9 | April 25, 2025 |
| October 2026 | $1,463,229,855 | 9 | July 15, 2026 |

Regulatory assets under management: $140,615,057 in the October 2021 data and $1,463,229,855 in the October 2026 data, up 941%.
Total employees: 4 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in FL.

### February 2026
- Regulatory assets under management went from $819,926,324 to $1,463,229,855 (+78%).
- Changed its legal name from Delap Wealth Advisory, LLC to Aerodigm Wealth LLC.
- Reported a succession: took over the business of Delap Wealth Advisory, LLC (CRD 282312) on December 10, 2025.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in CT, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aerodigm Wealth LLC (CRD 282312): Form ADV filing data as of October 2026.