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AERODIGM WEALTH LLC
CRD 282312 · SEC 801-118278
5885 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR, 97035, United States
Phone
(503) 697-4118
Fax
(503) 697-4196
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.46B
Discretionary AUM
$1.45B
Team
9 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $19.2M |
| High net worth individuals | 158 | $1.22B |
| Charitable organizations | 1 | $5.1M |
| Corporations/business entities | 9 | $20.3M |
States served
CA, ID, NY, OR, UT, WA, TX, NH, CT
All web addresses on file
Official SEC filing: View on IAPD