Aerodigm Wealth Management Buyout of Delap Wealth Advisory
February 12, 2026
Aerodigm Wealth completed a management buyout of the wealth advisory business formerly known as Delap Wealth Advisory and relaunched as an independent, partner-owned advisor with approximately $1.5 billion in AUM. The transaction establishes Aerodigm as a Portland, Oregon–headquartered firm focused on tax-aware wealth advice, multigenerational planning, and continuity of leadership following the separation from Delap.
- Buyers
- Aerodigm Wealth (management team)
- Targets
- Delap Wealth Advisory LLC (wealth advisory business)
- Sellers
- Delap LLP
- Industry
- Wealth Management
- Location
- Oregon, United States
- Transaction Type
- Buyout
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