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Building 2AERODIGM WEALTH LLC

Map pinLAKE OSWEGO, OR
Phone(503) 697-4118
NotebookSEC #801-118278
Total AUM
$1.5B
Employees
9
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5885 MEADOWS ROAD
SUITE 200
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(503) 697-4118

ReceiptFinancials

Total AUM
$1.5B
Accounts
819
Discretionary
$1.5B
Accounts
810
Non-Discretionary
$11.4M
Accounts
9

ContactClients

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Individual Clients
54
AUM
$19.2M
HNW Individual Clients
158
AUM
$1.2B
Charitable Organization Clients
1
AUM
$5.1M
Corporation or Business Clients
9
AUM
$20.3M
Other Clients
34
AUM
$202.9M
Description of Other Clients
TRUST ACCOUNTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTIDNHNYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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