Delap Wealth Advisory, LLC

Delap Wealth Advisory, LLC (CRD# 282312) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $317,812,809 in 383 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5885 Meadows Road, Suite 200, Lake Oswego, OR 97035
http://www.delapwa.com
By the Numbers
  • Total Assets Under Management
    318
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $829,798
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, WA

Financial Advisors at Delap Wealth Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Delap, financial advisor Lake Oswego OR
David G. Delap
CRD#: 6591191
5885 Meadows Road, Suite 200, Lake Oswego, OR 97035

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.

2
Jared Siegel, financial advisor Lake Oswego OR
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 15 years of experience in the finance industry.

3
Lincoln Bach, financial advisor Lake Oswego OR
Lincoln T. Bach
CRD#: 6031939
5885 Meadows Road, Suite 200, Lake Oswego, OR 97035

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. Lincoln Bach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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