DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Aerodigm Wealth LLC
Latest filing Jul 15, 2026
First filing on the tape Feb 20, 2020 · 17 filings
SEC status approved since Mar 24, 2020
RAUM
$1.5B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
84%
$1.2B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$209M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.5B as of Jul 15, 2026
Mar 29, 2021$141M then
HNW client RAUM$1.2B as of Jul 15, 2026
Mar 29, 2021$112M then
State-registered IARs (5.B.3)5 as of Jul 15, 2026
Mar 29, 20213 then
Employees (5.A)9 as of Jul 15, 2026
Mar 29, 20214 then
Private funds: no history
RAUM +78% over the last fiscal year+66% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Jul 15, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $209MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.7MderivedHNW RAUM over HNW clients
- Average account
- $1.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +78%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $563M, 105 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.2B96%
- Corporations and businesses$20.3M1.6%
- Individuals$19.2M1.5%
- Charitable organizations$5.1M0.4%
- Individual clients
- 54reported
- HNW clients
- 158reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 819reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $563M for 105 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.84 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Glenn Delap | Lake Oswego, Or | Aug 20, 2016 | 39 y | 0 |
| Jared Christopher Siegel | Lake Oswego, Or | Aug 20, 2016 | 18 y | 4 |
| Lincoln Travis BachCertified Financial Planner | Lake Oswego, Or | Sep 14, 2021 | 19 y | 0 |
| Elizabeth RoachCertified Financial Planner | Lake Oswego, Or | Sep 25, 2023 | 17 y | 0 |
| Erick Alexander Aguayo | Lake Oswego, Or | Feb 27, 2026 | 13 y | 4 |
| Benjamin Joseph MahonChartered Financial Analyst | Lake Oswego, Or | Apr 16, 2026 | 18 y | 0 |
| Nicholas Orr | Lake Oswego, Or | Jun 28, 2026 | 20 y | 0 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 14% of current headcount1 left over 36 months
Left, latest
- Clayton Scott Johnson to SavvyJul 14, 2026 · RIA to RIA
Joined, latest
- Erick Alexander Aguayo from Triad Wealth Partners, LLCFeb 27, 2026 · RIA to RIA
- Clayton Scott Johnson from Squire Wealth AdvisorsApr 29, 2025 · RIA to RIA
- Jared Christopher Siegel from LPL Financial LLCAug 20, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Travis Lincoln Bach · Lead Advisercontrolsince 03/2023 · owns less than 5%
- Christopher Jared Siegel · Managing Partner And Chief Investment Officercontrolsince 12/2025 · owns less than 5%
- Alexander Erick Aguayo · Chief Compliance Officersince 12/2025 · owns less than 5%
Entity owners
- Aerodigm Holdings, L.P · Memberdirect · owns 75% or more
- Delap Llp · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Delap Llpinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lake Oswego, Or · principal | 7 | 3 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Jan 12, 2026RAUM (Item 5.F) moved from $819,926,324 to $1,463,229,855 (+78.0%) between the annual amendments of 2025-04-25 and 2026-01-12; the peer median change was +17.0% (1297 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 96% percentile
What changed
consecutive filings, newest first
- Assets in custody · $6.2M to $563MJan 12, 2026 to May 14, 2026
- Succession · true to falseJan 12, 2026 to May 14, 2026
- Accounts · 619 to 819Sep 17, 2025 to Jan 12, 2026
- Business name · DELAP WEALTH ADVISORY, LLC to AERODIGM WEALTH LLCSep 17, 2025 to Jan 12, 2026
- Charity clients · 0 to 1Sep 17, 2025 to Jan 12, 2026
- Corporate clients · 11 to 9Sep 17, 2025 to Jan 12, 2026
- HNW clients · 137 to 158Sep 17, 2025 to Jan 12, 2026
- Individual clients · 49 to 54Sep 17, 2025 to Jan 12, 2026
- Assets in custody · $297M to $6.2MSep 17, 2025 to Jan 12, 2026
- Legal name · DELAP WEALTH ADVISORY, LLC to AERODIGM WEALTH LLCSep 17, 2025 to Jan 12, 2026
- Discretionary RAUM · $809M to $1.5BSep 17, 2025 to Jan 12, 2026
- HNW RAUM · $783M to $1.2BSep 17, 2025 to Jan 12, 2026
- Individual RAUM · $13.9M to $19.2MSep 17, 2025 to Jan 12, 2026
- Non-discretionary RAUM · $10.8M to $11.4MSep 17, 2025 to Jan 12, 2026
- RAUM · $820M to $1.5BSep 17, 2025 to Jan 12, 2026
- Related insurance company · true to falseSep 17, 2025 to Jan 12, 2026
- Succession · false to trueSep 17, 2025 to Jan 12, 2026
- Accounts · 497 to 619Jan 3, 2025 to Apr 25, 2025
- Advisory employees · 3 to 5Jan 3, 2025 to Apr 25, 2025
- Corporate clients · 8 to 11Jan 3, 2025 to Apr 25, 2025
- HNW clients · 112 to 137Jan 3, 2025 to Apr 25, 2025
- Individual clients · 29 to 49Jan 3, 2025 to Apr 25, 2025
- Assets in custody · $188M to $297MJan 3, 2025 to Apr 25, 2025
- Employees · 6 to 9Jan 3, 2025 to Apr 25, 2025
- Financial planning clients · 1-10 to 1-10Jan 3, 2025 to Apr 25, 2025
- State-registered IARs · 3 to 5Jan 3, 2025 to Apr 25, 2025
- Discretionary RAUM · $534M to $809MJan 3, 2025 to Apr 25, 2025
- HNW RAUM · $499M to $783MJan 3, 2025 to Apr 25, 2025
- Individual RAUM · $9.9M to $13.9MJan 3, 2025 to Apr 25, 2025
- Non-discretionary RAUM · $11.7M to $10.8MJan 3, 2025 to Apr 25, 2025
- RAUM · $546M to $820MJan 3, 2025 to Apr 25, 2025
- Accounts · 383 to 497Jul 24, 2023 to Mar 22, 2024
- Advisory activities · 2 to 3Jul 24, 2023 to Mar 22, 2024
- Corporate clients · 2 to 8Jul 24, 2023 to Mar 22, 2024
- HNW clients · 95 to 112Jul 24, 2023 to Mar 22, 2024
- Individual clients · 21 to 29Jul 24, 2023 to Mar 22, 2024
- Assets in custody · $81.0M to $188MJul 24, 2023 to Mar 22, 2024
- Employees · 5 to 6Jul 24, 2023 to Mar 22, 2024
- Discretionary RAUM · $316M to $534MJul 24, 2023 to Mar 22, 2024
- HNW RAUM · $304M to $499MJul 24, 2023 to Mar 22, 2024
Signals
9 dated events
- Clayton Scott Johnson left Aerodigm Wealth Llc for Savvy (registered 2026-08-05)Jul 14, 2026 · Advisor changed firm · fact
- Aerodigm Wealth Llc reported succeeding to the business of Delap Wealth Advisory, Llc (Form ADV Item 4)Jan 12, 2026 · Succession (Item 4) · fact
- Aerodigm Wealth Llc reported RAUM $1.5B, up 78% from $819.9M (2025-09-17 to 2026-01-12)Jan 12, 2026 · RAUM change · derived
- Aerodigm Wealth Llc reported RAUM $819.9M, up 50% from $545.6M (2025-01-03 to 2025-04-25)Apr 25, 2025 · RAUM change · derived
- Aerodigm Wealth Llc reported RAUM $545.6M, up 72% from $317.8M (2023-07-24 to 2024-03-22)Mar 22, 2024 · RAUM change · derived
- Glenn David Delap (Partner) no longer on Schedule A of Aerodigm Wealth Llc (listed 2022-03-16, absent 2023-03-22)Mar 22, 2023 · Control person left · inference
- Travis Lincoln Bach (Chief Compliance Officer) appeared on Schedule A of Aerodigm Wealth LlcMar 22, 2023 · Control person joined · fact
- Aerodigm Wealth Llc reported RAUM $253.1M, up 80% from $140.6M (2021-08-30 to 2022-03-16)Mar 16, 2022 · RAUM change · derived
- Delap Wealth Advisory, Llc filed its initial SEC registration (Form ADV)Feb 20, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- DELAPWA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (503) 697-4118reportedpublic record, Form ADV, Jul 15, 2026
- Team page
- aerodigmwealth.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $209Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026