Erick Alexander Aguayo

Employer firm

Aerodigm Wealth LLC CRD 282312

$1.46B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 12/2020
  Merriman Wealth Management, Llc
  Seattle, WA
• 01/2021 → 09/2021
  Hohimer Wealth Management, Llc
  Seattle, WA
• 09/2021 → 11/2022
  Aca Global
  Wenatchee, WA
• 12/2022 → 04/2023
  Concreit, Inc.
  Wenatchee, WA
• 04/2023 → 02/2024
  Key Bridge Compliance
  Wenatchee, WA
• 08/2023 → 02/2024
  Triad Wealth Partners
  Lawrence, KS
• 02/2024 → Present
  Confluence Technologies
  New York, NY
• 12/2025 → Present
  Aerodigm Wealth, Llc
  Lake Oswego, OR

Previous Registrations

• 2024-01-19 → 2024-03-26
  Triad Wealth Partners, Llc
  Wenatchee, WA
• 2023-08-17 → 2023-12-31
  Triad Wealth Partners, Llc
  Wenatchee, WA
• 2021-01-12 → 2021-10-15
  Hohimer Wealth Management, Llc
  Seattle, WA
• 2014-08-26 → 2021-01-04
  Merriman
  Seattle, WA

Other Businesses

Real-estate management; non-investment related; Wenatchee, WA; Property management; Managing member; Jan. 2025; 4 hrs./month; not during securities trading hours; manage real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-26
• S63 Uniform Securities Agent State Law Examination
  2013-09-06