Elizabeth Roach
Aerodigm Wealth · Lake Oswego, Oregon
Elizabeth Roach is a fee-only financial advisor at Aerodigm Wealth in Lake Oswego, Oregon, who holds the CFP credential. Aerodigm Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aerodigm Wealth |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.46B across 819 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7809376 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.delapwa.com |
How Elizabeth's firm compares
- Aerodigm Wealth's average account is about $1.8 million, from its Form ADV (assets managed divided by 819 accounts).
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Questions about Elizabeth
Is Elizabeth Roach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Aerodigm Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Aerodigm Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elizabeth Roach based?
Elizabeth Roach is based in Lake Oswego, Oregon.
What credentials does Elizabeth Roach hold?
Elizabeth Roach holds the CFP credential.
Is Elizabeth Roach registered with the SEC?
Yes. Elizabeth Roach is registered as an investment adviser representative in OR (CRD 7809376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aerodigm Wealth manage?
Aerodigm Wealth reports $1.46B across 819 accounts in assets under management.
How do I contact Elizabeth Roach?
Through Elizabeth's website, www.delapwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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