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AERODIGM WEALTH LLC

LAKE OSWEGO, OR · CRD 282312 · IAPD ↗ · delapwa.com · (503) 697-4118

$1.46BRegulatory AUM
5Advisory reps
9Employees
5Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — AERODIGM WEALTH LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — AERODIGM WEALTH LLC filed an Item 4A succession naming DELAP WEALTH ADVISORY, LLC (CRD 282312) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
60
February 2026 — DELAP WEALTH ADVISORY, LLC is now doing business as AERODIGM WEALTH LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
February 2026 — AERODIGM WEALTH LLC crossed $1B in regulatory AUM ($819.9M -> $1.46B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
December 2025 — DELAP WEALTH ADVISORY, LLC notice-filed in CT, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2025 — DELAP WEALTH ADVISORY, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — DELAP WEALTH ADVISORY, LLC reported RAUM up 50% ($545.6M -> $819.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2025 — DELAP WEALTH ADVISORY, LLC notice-filed in ID, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — DELAP WEALTH ADVISORY, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — DELAP WEALTH ADVISORY, LLC crossed $500M in regulatory AUM ($317.8M -> $545.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.