Elizabeth Roach
Investment adviser representative at Aerodigm Wealth LLC
17 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
17 years in the industry.
- Aerodigm Wealth LLCDec 2025 to now
- Delap Wealth Advisory, LLCApr 2022 to Dec 2025
- NestleFeb 2017 to Apr 2022
- Elizabeth Roach, LLCNov 2008 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7809376
- Firm CRD
- 282312