Aerodigm Wealth Completes Management Buyout, Rebrands With $1.5B AUM

The Portland-based firm aims to integrate tax-aware advice into portfolio allocation and multigenerational planning.

Published on Feb. 13, 2026

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Aerodigm Wealth, formerly known as Delap Wealth Advisory, has completed a management buyout and relaunched 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.

Why it matters

The rebrand and separation reflect Aerodigm's focus on addressing the distinct challenges of compounding wealth for taxable investors, moving 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 details

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.

  • Aerodigm Wealth completed the management buyout and rebrand in February 2026.
  • The firm reported approximately $1.5 billion in assets under management as of December 31, 2025.

The players

Aerodigm Wealth

An independent, partner-owned advisor to ultra-high-net-worth individuals and families, formerly known as Delap Wealth Advisory.

Jared C. Siegel

The managing partner of Aerodigm Wealth.

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What they’re saying

“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.”

— Jared C. Siegel, Managing Partner, Aerodigm Wealth (pulse2.com)

“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 (pulse2.com)

The takeaway

Aerodigm Wealth's rebrand and management buyout reflect a growing focus in the wealth management industry on addressing the unique challenges faced by taxable investors, particularly ultra-high-net-worth individuals and families, in compounding wealth efficiently over the long term through a holistic, tax-aware approach to portfolio allocation and planning.