$1.5B RIA Aerodigm Wealth Launched From Accounting Firm Buyout

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Aerodigm Wealth, a caller tax-strategy-focused registered concern advisor, has launched successful Portland, Ore., via a absorption buyout of accounting steadfast Delap LLP’s wealthiness division.

Aerodigm managed astir $1.5 cardinal successful assets arsenic of Dec. 31, 2025, and is focused connected ultra-high-net-worth individuals and families with an accent connected taxation efficiency. 

Jared C. Siegel, managing spouse of Aerodigm Wealth, led the team’s determination from Delap Wealth Advisory, which had been portion of Oswego, Ore.-based Delap LLP. Dave DeLap, a third-generation main of Delap LLP, is besides joining Aerodigm aft much than 4 decades astatine the accounting and wealthiness absorption firm. 

According to a January announcement, the accounting and consulting part of Delap is going successful its ain caller direction, having been acquired by nationalist concern advisory accounting steadfast Aprio successful January to beryllium merged with different greater Portland, Ore.-based firm, Stewart & Schmidt.

Aerodigm, successful the meantime, volition stay grounded successful taxation strategy by integrating tax-aware proposal into portfolio allocation and multi-generational readying for clients with analyzable fiscal situations. 

“Our past is rooted successful taxation planning, and Aerodigm’s strategy is built to conscionable the caller paradigm successful however taxable wealthiness compounds,“ Siegel said, noting that the steadfast volition not bash taxation filing in-house, but volition enactment intimately with clients’ accountants. 

Aerodigm volition articulation a increasing question of wealthiness managers leaning into tax-efficient readying and investing. Earlier this year, $21 cardinal RIA Merit Financial Advisors acquired the wealthiness part of an accounting firm. Large RIAs specified arsenic Carson Group and Merit Advisors person besides acquired tax-focused wealthiness managers successful caller years.

Aerodigm’s taxation strategy extends to its lawsuit base, with a peculiar absorption connected high-tax jurisdictions successful the United States. It besides stems successful portion from Siegel and the team’s accounting backgrounds.

“I person been successful nationalist accounting for the past 15 years, and astir 10 years agone started an concern advisory signifier and built it based upon the needs of the families we were serving, which were affluent families with concentrated wealth,” Siegel said. “We experienced a batch of occurrence and momentum, which preceded this accidental to yet get the steadfast and rebrand and standard the work offering crossed the country.”  

Siegel said accepted advisor concern frameworks are designed for tax-exempt institutions, which don’t service taxable investors effectively.