Aerodigm Wealth announced it has completed a management buyout of the wealth advisory business formerly known as Delap Wealth Advisory and relaunched as Aerodigm Wealth, positioning the firm as an independent, partner-owned advisor to ultra-high-net-worth individuals and families. The firm reported approximately $1.5 billion in assets under management as of December 31, 2025, and said its offering centers on integrating tax-aware advice into portfolio allocation and multigenerational planning, with a particular emphasis on strategic tax efficiencies for clients in high-tax jurisdictions.
The Portland, Oregon-headquartered firm framed the rebrand and separation as a response to what it described as the distinct challenges of compounding wealth for taxable investors. Aerodigm said it seeks to move beyond a traditional focus on pre-tax returns by pairing investments, portfolio allocation, and estate structures with opportunities within the tax code to create efficiencies and improve after-tax outcomes. The firm also said its leadership team remains unchanged following the transaction, which it described as supporting continuity for clients while reinforcing alignment through partner ownership.
Aerodigm said its approach is designed around a holistic view of a client’s financial situation, arguing that tax considerations should be embedded alongside investment and estate planning decisions rather than treated as separate workstreams. The firm described tax inefficiency and disconnected decision-making as key risks to long-term wealth accumulation for ultra-high-net-worth households and said its goal is to implement coordinated strategies intended to compound wealth more efficiently over time and on an after-tax basis.
KEY QUOTES
“Our history is rooted in tax planning and Aerodigm’s strategy is built to meet the new paradigm in how taxable wealth compounds. Much of the investment industry is built around frameworks designed for tax-exempt institutions. But for taxable investors, the efficient frontier is much different.”
“The biggest threat to long-term wealth isn’t market volatility, it’s disconnected decision-making and an inefficient tax approach. For our UHNW clients, it’s not what they make, it’s what they keep. Our focus is working within the tax code to implement coordinated strategies designed to compound efficiently over time and after tax.”
Jared C. Siegel, Managing Partner, Aerodigm Wealth
