Delap Wealth Advisory, LLC
Delap Wealth Advisory, LLC (CRD# 282312) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $545,647,028 in 497 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management546MILLION
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Total Number of Accounts497ACCOUNTS
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Average Account Value$1,097,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OR, TX, WA
David Delap (CRD# 6591191) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has over 7 years of experience in the finance industry.
Jared Siegel (CRD# 5482157) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has over 16 years of experience in the finance industry.
Lincoln Bach (CRD# 6031939) 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.
Elizabeth Roach (CRD# 7809376) 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.