Jared Siegel
Aerodigm Wealth · Lake Oswego, Oregon
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.
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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 |
| SEC registration | Investment adviser representative in OR, TX · CRD 5482157 |
| Exams passed | Series 65 (2015) · Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.delapwa.com |
| Profile |
How Jared'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 Jared
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.
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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