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Chief Compliance Officer · Aerodigm Wealth LLC

Erick A. Aguayo

CRD 6218548 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Aerodigm Wealth LLC, an SEC-registered wealth manager based in Lake Oswego, OR with $1.5 billion in regulatory assets, lists Erick A. Aguayo on its Form ADV as Chief Compliance Officer. The SEC filings also name Erick at 1 other registered adviser.

Firms and roles

AtlasMembers

Erick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Jared C. SiegelManaging Partner and Chief Investment Officer, Aerodigm Wealth LLC
  • Lincoln T. BachLead Adviser, Aerodigm Wealth LLC
  • John L. SteffensFounder, Senior Managing Director & Managing Member of the General Partner, Spring Mountain Capital, LP
  • Gregory P. HoPresident, Chief Operating Officer & Managing Member of the General Partner, Spring Mountain Capital, LP
  • Kris K. WooChief Financial Officer, Spring Mountain Capital, LP

1 more person named with Erick on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.