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⚲
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| Aerodigm Wealth LLC
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|
|
|---|---|
| CRD # | 282312 |
| SEC # | 801-118278 |
| CIK # | 0001927705 |
| AUM | $1.5 B (2026-05-14) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 503-697-4118 |
| Address | 5885 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.6 | ||
| Microsoft Corp | 3.2 | ||
| Wal Mart Stores Inc | 3.1 | ||
| Nvidia Corp | 1.8 | ||
| Tesla Motors Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 19.2 |
| (b) Individuals (high net worth individuals) | 158 | 1,215.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 20.3 |
| (n) Other | 34 | 202.9 |
| Total | 819 | 1,463.2 |
| By Discretionary | ||
| Discretionary | 810 | 1,451.9 |
| Non-Discretionary | 9 | 11.4 |
| Total | 819 | 1,463.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.2 | |
| United States Persons | 1,457.0 | |
| Total | 819 | 1,463.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001927705] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eclectic Associates Inc
✚
|
CA | 1.5 |
|
Serenus Wealth Advisors LLC
✚
|
CA | 1.5 |
|
HHM Wealth Advisors LLC
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|
TN | 1.5 |
|
River Wealth Advisors LLC
✚
|
PA | 1.5 |
|
Financial Counselors Inc
✚
|
KS | 1.5 |
|
CJM Wealth Advisers Ltd
✚
|
VA | 1.5 |
|
Forge Financial Services LLC
✚
|
OK | 1.5 |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1.5 |
|
Alpine Private Capital LLC
✚
|
MO | 1.5 |
|
iCapital LLC
✚
|
MA | 1.5 |