Nicholas Orr
Investment adviser representative at Aerodigm Wealth LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Aerodigm Wealth LLCMay 2026 to now
- UnemployedFeb 2026 to May 2026
- Umb BankFeb 2025 to Feb 2026
- Htlf BankApr 2024 to Jan 2025
- US BankJul 2023 to Mar 2024
- Umpqua BankAug 2021 to May 2023
- M&a Securities Group, Inc.Jan 2021 to Aug 2021
- Bridgepoint Investment BankingSep 2020 to Jul 2021
- Bnp Paribas Securities CorporationSep 2017 to Sep 2020
- Bank of the WestOct 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
Aerodigm Wealth LLC
$1.5BAssets managed
256Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4990665
- Firm CRD
- 282312