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Elizabeth Roach

Aerodigm Wealth LLC

Lake Oswego, OR

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Current Employers
Aerodigm Wealth Llc

5885 Meadows Road Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-09-25
  • OR RA
    APPROVED
    Since 2023-09-25

Branch Locations

5885 Meadows Road Suite 200, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delap Wealth Advisory Llc Lake Oswego OR 04/2022 03/2024
Nestle Arlington VA 02/2017 04/2022
Elizabeth Roach, Llc Tualatin OR 11/2008 12/2016
Delap Wealth Advisory, Llc Lake Oswego OR 03/2024 06/2025
Delap Wealth Advisory, Llc Lake Oswego OR 06/2025 12/2025
Aerodigm Wealth Llc Lake Oswego OR 12/2025 Present
  • 04/2022 → 03/2024
    Delap Wealth Advisory Llc
    Lake Oswego, OR
  • 02/2017 → 04/2022
    Nestle
    Arlington, VA
  • 11/2008 → 12/2016
    Elizabeth Roach, Llc
    Tualatin, OR
  • 03/2024 → 06/2025
    Delap Wealth Advisory, Llc
    Lake Oswego, OR
  • 06/2025 → 12/2025
    Delap Wealth Advisory, Llc
    Lake Oswego, OR
  • 12/2025 → Present
    Aerodigm Wealth Llc
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-24
  • S65 Uniform Investment Adviser Law Examination
    2023-09-24
Designations
Other Names
  • Elizabeth Howard Roach
  • Beth Roach

View on SEC IAPD

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