Delap Wealth Advisory, LLC

Delap Wealth Advisory, LLC (CRD# 282312) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $28,889,612 in 27 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $1,069,986
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.

OR, TX

Financial Advisors at Delap Wealth Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jared C. Siegel
CRD#: 5482157
5885 Meadows Road, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Jared Siegel (CRD# 5482157) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has over 10 years of experience in the finance industry.

2
David G. Delap
CRD#: 6591191
5885 Meadows Road, Suite 200, Lake Oswego, OR 97035
88
Wealthminder
score

David Delap (CRD# 6591191) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

3
Kelly A. Hicks
CRD#: 2495867
5885 Meadows Road, Suite 200, Lake Oswego, OR 97035
88
Wealthminder
score

Kelly Hicks (CRD# 2495867) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

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