Elizabeth Roach
Investment Adviser Representative at Aerodigm Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elizabeth Roach is an investment adviser representative with Aerodigm Wealth LLC in Lake Oswego, OR, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Delap Wealth Advisory LLCApr 2022 – Mar 2024Lake Oswego, OR
- NestleFeb 2017 – Apr 2022Arlington, VA
- Elizabeth Roach, LLCNov 2008 – Dec 2016Tualatin, OR
- Delap Wealth Advisory, LLCMar 2024 – Jun 2025Lake Oswego, OR
- Delap Wealth Advisory, LLCJun 2025 – Dec 2025Lake Oswego, OR
- Aerodigm Wealth LLCDec 2025 – no end date reportedLake Oswego, OR
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Aerodigm Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000,000 (waivable)
- First $1,000,0000.95%
- Next $4,000,0000.85%
- Next $5,000,0000.70%
- Next $15,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lake Oswego, OR
- SEC file number:
- 801-118278
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at Aerodigm Wealth LLC
6 other advisors in the directory
Similar advisors in Lake Oswego, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Roach has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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