Erick A. Aguayo

AERODIGM WEALTH

New York, NY 10017

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CRD#: 6218548

Professional summary

Erick Alexander Aguayo is a registered financial advisor currently at AERODIGM WEALTH LLC located in New York, New York.

Erick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Erick has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erick Alexander Aguayo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 27, 2026 - Present

AERODIGM WEALTH LLC

Office #1: 777 Third Avenue 34th Floor, New York, NY 10017

RIA

CRD#: 282312

New York, NY

Past

January 19, 2024 - March 26, 2024

TRIAD WEALTH PARTNERS, LLC

RIA

CRD#: 326523

Wenatchee, WA

Past

August 17, 2023 - December 31, 2023

TRIAD WEALTH PARTNERS, LLC

RIA

CRD#: 326523

Wenatchee, WA

Past

January 12, 2021 - October 15, 2021

HOHIMER WEALTH MANAGEMENT, LLC

RIA

CRD#: 300140

SEATTLE, WA

Past

August 26, 2014 - January 4, 2021

MERRIMAN

RIA

CRD#: 166580

SEATTLE, WA

Past

August 26, 2013 - March 14, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

BURIEN, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AERODIGM WEALTH LLC

AERODIGM WEALTH LLC | DELAP WEALTH ADVISORY, LLC

CRD#: 282312 / SEC#: 801-118278

RIA

Registered Investment Advisory firm - (3/24/2020 Approved)

Oregon

Registered Investment Advisory firm - (3/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/6/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/26/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AERODIGM WEALTH LLC

AERODIGM WEALTH LLC | DELAP WEALTH ADVISORY, LLC

CRD#: 282312 / SEC#: 801-118278

RIA

Registered Investment Advisory firm - (3/24/2020 Approved)

Oregon

Registered Investment Advisory firm - (3/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2020 Terminated)

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Contact information

Main Address

5885 Meadows Road Suite 200, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 697-4118

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AERODIGM WEALTH FORM ADV PART 2A (1/12/2026)

Regulatory assets under management

Total Number of Accounts	819
AUM (Assets Under Management)	$ 1,463,229,855

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/10/2025	Cover Page	Report
02/24/2024	Cover Page	Report
01/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Erick A. Aguayo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erick Alexander Aguayo's CRS (Customer Relationship Summary).

Certified licenses

Experience

AERODIGM WEALTH LLC

TRIAD WEALTH PARTNERS, LLC

TRIAD WEALTH PARTNERS, LLC

HOHIMER WEALTH MANAGEMENT, LLC

MERRIMAN

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

AERODIGM WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2014

Series 63

Date: 9/6/2013

Series 6

Date: 8/26/2013

Current Firm

AERODIGM WEALTH LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AERODIGM WEALTH LLC

TRUST BUT VERIFY

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