DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AERODIGM WEALTH LLC

CRD 282312

LAKE OSWEGO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4fd4e40-e6da-ef7d-4e40-06e1302af5e8

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
On other graphs: 0
Observed: Feb 20, 2020 to Jul 15, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $209Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 819
Individual clients: 54
High net worth clients: 158
Custody, client assets: $563M
SEC number: 801-118278
CRD: 282312
Filings on the tape: 17
First filed: Feb 20, 2020
Latest filed: Jul 15, 2026
Organised: Limited Liability Company, DE
Website: delapwa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JARED CHRISTOPHER SIEGEL	n/a	LAKE OSWEGO, OR	10	18	4	no
David Glenn DeLap	n/a	LAKE OSWEGO, OR	10	39	n/a	no
LINCOLN TRAVIS BACH	Certified Financial Planner	LAKE OSWEGO, OR	5	19	n/a	no
Elizabeth Roach	Certified Financial Planner	LAKE OSWEGO, OR	2	17	n/a	no
ERICK ALEXANDER AGUAYO	n/a	LAKE OSWEGO, OR \| New York, NY	0	13	4	no
Benjamin Joseph Mahon	Chartered Financial Analyst	LAKE OSWEGO, OR	0	18	n/a	no
Nicholas Orr	n/a	LAKE OSWEGO, OR	0	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AERODIGM HOLDINGS, L.P	Member	E	yes	12/2025	Jul 15, 2026	Jul 15, 2026
BACH, LINCOLN, TRAVIS	LEAD ADVISER	Na	yes	03/2023	Jul 15, 2026	Jul 15, 2026
SIEGEL, JARED, CHRISTOPHER	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	Na	yes	12/2025	Jul 15, 2026	Jul 15, 2026
DELAP LLP	Member	E	yes	11/2015	Feb 20, 2020	Mar 22, 2024
AGUAYO, ERICK, ALEXANDER	CHIEF COMPLIANCE OFFICER	Na	no	12/2025	Jul 15, 2026	Jul 15, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DELAP LLP	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Jan 12, 2026	$1.5B	$1.5B	9	5	n/a	n/a
2024	Apr 25, 2025	$820M	$809M	9	5	n/a	n/a
2023	Mar 22, 2024	$546M	$534M	6	3	n/a	n/a
2022	Mar 22, 2023	$318M	$316M	5	3	n/a	n/a
2021	Mar 16, 2022	$253M	$253M	4	3	n/a	n/a
2020	Mar 29, 2021	$141M	$141M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	14.3%	0	1	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$820M	78.5%	$318M	66.4%	9	9	0	0

Relationships

Registered with (8)

← Nicholas OrrAdvisorregistration: current employment
Jun 28, 2026 to presentfactForm ADV
← Benjamin Joseph MahonAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← ERICK ALEXANDER AGUAYOAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← Elizabeth RoachAdvisorregistration: current employment
Sep 25, 2023 to presentfactForm ADV
← LINCOLN TRAVIS BACHAdvisorregistration: current employment
Sep 14, 2021 to presentfactForm ADV
← JARED CHRISTOPHER SIEGELAdvisorregistration: current employment
Aug 20, 2016 to presentfactForm ADV
← David Glenn DeLapAdvisorregistration: current employment
Aug 20, 2016 to presentfactForm ADV
← CLAYTON SCOTT JOHNSONAdvisorregistration: previous registration
Apr 29, 2025 to Jul 14, 2026factForm ADV

Controls (3)

← DELAP LLPOwnerMEMBER, ownership code E, domestic entity
Feb 20, 2020 to Mar 22, 2024factForm ADV
← SIEGEL, JARED, CHRISTOPHEROwnerPRINCIPAL, ownership code NA, individual
Feb 20, 2020 to Mar 22, 2024factForm ADV
← BACH, LINCOLN, TRAVISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 22, 2023 to Mar 22, 2024factForm ADV

Dated events

Occurred
Jul 14, 2026
Advisor changed firm
Clayton Scott Johnson left Aerodigm Wealth Llc for Savvy (registered 2026-08-05)
Form ADVobserved 5 days ago
Occurred
Jan 12, 2026
Succession filed (Item 4)
Aerodigm Wealth Llc reported succeeding to the business of Delap Wealth Advisory, Llc (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jan 12, 2026
Regulatory AUM changed
Aerodigm Wealth Llc reported RAUM $1.5B, up 78% from $819.9M (2025-09-17 to 2026-01-12)
Form ADVobserved 5 days ago
$643M
Occurred
Apr 25, 2025
Regulatory AUM changed
Aerodigm Wealth Llc reported RAUM $819.9M, up 50% from $545.6M (2025-01-03 to 2025-04-25)
Form ADVobserved 5 days ago
$274M
Occurred
Mar 22, 2024
Regulatory AUM changed
Aerodigm Wealth Llc reported RAUM $545.6M, up 72% from $317.8M (2023-07-24 to 2024-03-22)
Form ADVobserved 5 days ago
$228M
Occurred
Mar 22, 2023
Control person left
Glenn David Delap (Partner) no longer on Schedule A of Aerodigm Wealth Llc (listed 2022-03-16, absent 2023-03-22)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2023
Control person joined
Travis Lincoln Bach (Chief Compliance Officer) appeared on Schedule A of Aerodigm Wealth Llc
Form ADVobserved 5 days ago
Occurred
Mar 16, 2022
Regulatory AUM changed
Aerodigm Wealth Llc reported RAUM $253.1M, up 80% from $140.6M (2021-08-30 to 2022-03-16)
Form ADVobserved 5 days ago
$112M
Occurred
Feb 20, 2020
First Form ADV filing
Delap Wealth Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4fd4e40-e6da-ef7d-4e40-06e1302af5e8
First observed: Feb 20, 2020
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AERODIGM WEALTH LLC

CRD 282312

LAKE OSWEGO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4fd4e40-e6da-ef7d-4e40-06e1302af5e8

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JARED CHRISTOPHER SIEGEL

n/a

LAKE OSWEGO, OR

David Glenn DeLap

n/a

LAKE OSWEGO, OR

n/a

LINCOLN TRAVIS BACH

Certified Financial Planner

LAKE OSWEGO, OR

n/a

Elizabeth Roach

Certified Financial Planner

LAKE OSWEGO, OR

n/a

ERICK ALEXANDER AGUAYO

n/a

LAKE OSWEGO, OR | New York, NY

Benjamin Joseph Mahon

Chartered Financial Analyst

LAKE OSWEGO, OR

n/a

Nicholas Orr

n/a

LAKE OSWEGO, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AERODIGM HOLDINGS, L.P

Member

yes

12/2025

Jul 15, 2026

BACH, LINCOLN, TRAVIS

LEAD ADVISER

yes

03/2023

Jul 15, 2026

SIEGEL, JARED, CHRISTOPHER

MANAGING PARTNER AND CHIEF INVESTMENT OFFICER

yes

12/2025

Jul 15, 2026

DELAP LLP

Member

yes

11/2015

Feb 20, 2020

Mar 22, 2024

AGUAYO, ERICK, ALEXANDER

CHIEF COMPLIANCE OFFICER

12/2025

Jul 15, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DELAP LLP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 12, 2026

$1.5B

n/a

2024

Apr 25, 2025

$820M

$809M

n/a

2023

Mar 22, 2024

$546M

$534M

n/a

2022

Mar 22, 2023

$318M

$316M

n/a

2021

Mar 16, 2022

$253M

n/a

2020

Mar 29, 2021

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$820M

78.5%

$318M

66.4%