Aerodigm Wealth LLC
● SEC registered since 2020CRD 282312SEC# 801-118278Lake Oswego, OR
Reg. AUM
$1.46B
Employees
9
Accounts
819
Location
Lake Oswego, OR
Aerodigm Wealth LLC assets under management
Aerodigm Wealth LLC is an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2020. It reports $1.5 billion in regulatory assets under management and employs 9 people.
Aerodigm Wealth LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aerodigm Holdings, L.P Control | Member | Over 75% | 2025 |
| Erick Alexander Aguayo | Chief Compliance Officer | Under 5% | 2025 |
| Jared Christopher Siegel Control | Managing Partner And Chief Investment Officer | Under 5% | 2025 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Aerodigm Wealth LLC manage?
Aerodigm Wealth LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Aerodigm Wealth LLC have?
Aerodigm Wealth LLC reports 9 employees.
Where is Aerodigm Wealth LLC located?
Aerodigm Wealth LLC is based in Lake Oswego, OR and has been SEC-registered since 2020.
Does Aerodigm Wealth LLC disclose fund performance?
Aerodigm Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5885 Meadows Road, Suite 200, Lake Oswego, OR 97035 |
| Phone | (503) 697-4118 |
| Fax | (503) 697-4196 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.46B▲ 168%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.46Bregulatory AUM
Discretionary $1.45BNon-discretionary $11.4M