Lincoln Travis Bach
Investment adviser representative at Aerodigm Wealth LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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
14 years in the industry.
- Aerodigm Wealth LLCSep 2021 to now
- Delap Wealth AdvisoryJun 2021 to now
- UnemployedApr 2021 to Jun 2021
- Greenwood Resources IncMar 2007 to Mar 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6031939
- Firm CRD
- 282312