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Delap Wealth Advisory, LLC

● SEC registered since 2020CRD 282312SEC# 801-118278Lake Oswego, OR
Export (members)
Reg. AUM
$819.9M
Employees
9
Accounts
619
Location
Lake Oswego, OR

Delap Wealth Advisory, LLC assets under management

Delap Wealth Advisory, LLC is an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2020. It reports $819.9 million in regulatory assets under management and employs 9 people.
www.delapwa.comView on SEC.gov ↗

Delap Wealth Advisory, LLC owners & executives

3 reported
NameTitleOwnershipSince
Delap LLP ControlMemberOver 75%2015
Jared Christopher Siegel ControlPrincipalUnder 5%2015
Lincoln Travis Bach ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Delap Wealth Advisory, LLC manage?

Delap Wealth Advisory, LLC reports $819.9 million in regulatory assets under management on its Form ADV.

How many employees does Delap Wealth Advisory, LLC have?

Delap Wealth Advisory, LLC reports 9 employees.

Where is Delap Wealth Advisory, LLC located?

Delap Wealth Advisory, LLC is based in Lake Oswego, OR and has been SEC-registered since 2020.

Does Delap Wealth Advisory, LLC disclose fund performance?

Delap Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5885 Meadows Road, Suite 200, Lake Oswego, OR 97035
Phone(503) 697-4118
Fax(503) 697-4196
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$809.1M
Non-discretionary$10.8M
Total (RAUM)$819.9M