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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2016
- Office Locations
- 3
Office Locations
About Aerodigm Wealth LLC
Delap Wealth Advisory provides integrated wealth advisory with tax, accounting, and business advisory expertise, delivering planning across the full balance sheet on an after-tax basis and portfolio management. The firm serves business owners, families preserving and growing wealth, and clients navigating life transitions, including those seeking ESG/values-aligned investing. Investment decisions are evidence-based, grounded in peer-reviewed financial science for tax-efficient outcomes.
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Custodian
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Owner & Executives
ERICK ALEXANDER AGUAYO
Chief Compliance Officer
- CRD
- #6218548
- Ownership
- Less than 5%
LINCOLN TRAVIS BACH
Certified Financial Planner
- CRD
- #6031939
- Ownership
- Less than 5%
Matrix vital
Ember matrix
- CRD
- #43850
- Ownership
- 43.4%
Showing 2 of 3 owners & executives
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David Glenn DeLap
Wealth Advisor
- CRD
- #6591191
CLAYTON SCOTT JOHNSON
--
- CRD
- #6665357
Vector ember
Bridge frontier glacier
- CRD
- #27465
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,451,867,427 | $1,792,429 |
| Non-Discretionary | $11,362,428 | $1,262,492 |
| Total | $1,463,229,855 | $1,786,605 |
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Separately Managed Accounts
Total SMA Asset: $1,463,229,855
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $440,503,844 | 17.7% |
| Public Funds | $174,210,560 | 7.0% |
| Cash | $335,977,508 | 13.5% |
| Municipal Bonds | $288,691,785 | 11.6% |
| Private Funds | $542,541,457 | 21.8% |
| U.S. Government/Agency | $161,766,948 | 6.5% |
| Other | $545,030,179 | 21.9% |
| Total | $2,488,722,281 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON OPTIMA | SUMMIT PIONEER | 7BQSFPQPX | PVEZV | 2.80% | $97,423,630 |
| CAPITAL RIDGE FUSION | CAPITAL CAPITAL | 16C8KK6NP | FAG | 4.49% | $88,550,351 |
| MOMENTUM FOCUS | OPTIMA RADIAL | 9H641K842 | PALST | 4.30% | $1,348,611 |
| PRIME LEGACY PEAK | ZENITH FOCUS | CUMED7CMN | PUJU | 4.54% | $6,324,037 |
| ALPHA GLACIER | EAGLE MERIDIAN | DUKWF0NVS | FUYB | 2.46% | $52,953,830 |
| LEGACY EAGLE | QUANTUM ATLAS | H2LXT9OBJ | YHW | 9.73% | $16,477,551 |
| LEGACY FUSION | ELEMENT DELTA | SDGVR59W2 | KPXTK | 2.13% | $117,657,752 |
| PIONEER OPTIMA | VITAL NORTH | JIDJJCJCC | NSTR | 12.29% | $72,507,686 |