$1.5B RIA Aerodigm Wealth Launched From Accounting Firm Buyout

Core Insights - Aerodigm Wealth is a newly established registered investment advisor focused on tax strategies, managing approximately $1.5 billion in assets as of December 31, 2025, targeting ultra-high-net-worth individuals and families with an emphasis on tax efficiency [1][2]. Company Overview - The firm was formed through a management buyout of the wealth division of Delap LLP, with Jared C. Siegel as the managing partner leading the transition from Delap Wealth Advisory [2]. - Dave DeLap, a long-time principal at Delap LLP, is also joining Aerodigm, bringing over four decades of experience in accounting and wealth management [2]. Strategic Direction - Aerodigm aims to integrate tax-aware advice into portfolio allocation and multi-generational planning, particularly for clients with complex financial situations [3]. - The firm will not handle tax filing in-house but will collaborate closely with clients' accountants to provide tax planning services [4]. Industry Context - Aerodigm is part of a growing trend among wealth managers focusing on tax-efficient planning and investing, following similar moves by firms like Merit Financial Advisors and Carson Group [5]. - The firm's strategy is particularly relevant for clients in high-tax jurisdictions in the United States, leveraging the team's accounting backgrounds to enhance service offerings [6]. Founder's Perspective - Siegel emphasizes that traditional investment advisory frameworks are often not suited for taxable investors, which has shaped Aerodigm's approach to meet the needs of affluent families with concentrated wealth [7].