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Aerodigm Wealth LLC (f/k/a Delap Wealth Advisory)

EST. AUM
$1,463,229,855

CONTACTS
4

CLIENT ACCOUNTS
819

Firm Details

Metro area Portland, OR
CRD Number 282312
Website delapwa.com
Client types

Overview

Aerodigm Wealth LLC is an independent, partner-owned registered investment advisor (RIA) headquartered in Portland, Oregon. On February 11, 2026, the firm officially relaunched following a successful management buyout of the wealth advisory business formerly known as Delap Wealth Advisory (part of the accounting firm Delap LLP). Aerodigm’s mission is to solve for the "inefficient tax approaches" that often stymie wealth compounding for taxable investors. Their strategy focuses on a "tax-aware" investment philosophy, integrating tax planning directly into portfolio allocation and multi-generational estate structures

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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