# Jared Siegel

> Jared Siegel is a fee-only financial advisor at Aerodigm Wealth in Lake Oswego, Oregon. Aerodigm Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jared-siegel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Aerodigm Wealth
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.46B across 819 accounts
- **CRD:** 5482157 (https://adviserinfo.sec.gov/individual/summary/5482157)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 65 (2015), Series 66 (2008)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.delapwa.com

## Frequently asked questions

### Is Jared Siegel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared 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 Jared charge for financial advice?

Jared's firm, Aerodigm Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jared Siegel based?

Jared Siegel is based in Lake Oswego, Oregon.

### Is Jared Siegel registered with the SEC?

Yes. Jared Siegel is registered as an investment adviser representative in OR and TX (CRD 5482157), 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 Jared Siegel?

Through Jared's website, www.delapwa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5482157): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.