Delap Wealth Advisory, LLC

Delap Wealth Advisory, LLC (CRD# 282312) is a financial advisory firm headquartered in Lake Oswego, OR. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Delap Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
Jared C. Siegel
CRD#: 5482157
5885 Meadows Road, Suite 200, Lake Oswego, OR 97035

Jared Siegel (CRD# 5482157) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has over 9 years of experience in the finance industry.

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