Aerodigm Wealth Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 256
- Avg AUM / client
- $5.7M
- Accounts
- 819
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 54 | $19.2M | 1.31% |
| High net worth individuals | 158 | $1.2B | 83.1% |
| Charitable organizations | 1 | $5.1M | 0.35% |
| Corporations and other businesses | 9 | $20.3M | 1.39% |
| Other | 34 | $203M | 13.9% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jared Christopher Siegel | Principal | Nov 2015 (11y) | Less than 5% | |
| Lincoln Travis Bach | Chief Compliance Officer | CFP | Sep 2021 (5y) | Less than 5% |
| David Glenn De Lap | Registered representative | Aug 2016 (10y) | ||
| Elizabeth Roach | Registered representative | CFP | Sep 2023 (3y) | |
| Erick Alexander Aguayo | Registered representative | Feb 2026 (0y) | ||
| Benjamin Joseph Mahon | Registered representative | CFA | Apr 2026 (0y) | |
| Nicholas Orr | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Delap Llp | Member | Nov 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $714M (49% of AUM) Jul 2026
- Charles Schwab & Co. $536M (37% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗