Clayton S. Johnson

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CRD#: 6665357

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Clayton Scott Johnson, CFP® was a registered financial professional .

Clayton is a previously registered financial professional and started their career in finance in 2016. Clayton had worked at 3 firms and has passed the Series 65 exam.

At a Glance

Min. Asset: $250K–$500K

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Past

April 29, 2025 - July 14, 2026

AERODIGM WEALTH LLC

RIA

CRD#: 282312

Spanish Fork, UT

Past

January 28, 2020 - April 23, 2025

SQUIRE WEALTH ADVISORS

RIA

CRD#: 117750

OREM, UT

Past

June 27, 2016 - October 31, 2019

DBK FINANCIAL COUNSEL, LLC

RIA

CRD#: 170688

CUYAHOGA FALLS, OH

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 6/27/2016

Uniform Investment Adviser Law 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.

Contact information

(xxx) xxx-xxxx

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Clayton S. Johnson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AERODIGM WEALTH LLC

SQUIRE WEALTH ADVISORS

DBK FINANCIAL COUNSEL, LLC

Primary Firm SEC Registration

AERODIGM WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2016

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

Contact information

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