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DELAP WEALTH ADVISORY, LLC
5885 Meadows Road
Suite 200
Lake Oswego, Oregon 97035
Tel: (503) 697-4118
About DELAP WEALTH ADVISORY, LLC
DELAP WEALTH ADVISORY, LLC, formally registered with the SEC as DELAP WEALTH ADVISORY, LLC. The firm was established in 03/24/2020. They have over 1 offices throughout the country.
DELAP WEALTH ADVISORY, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $545,647,028 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282312 |
| SEC# | 801-118278 |
| Assets Managed by Firm | $545,647,028 |
| No. of Clients | 497 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 497 | $545,647,028 |
| Individuals (other than high net worth individuals) | 29 | $9,873,631 |
| High net worth individuals | 112 | $498,764,949 |
| Corporations or other businesses | 8 | $37,008,448 |
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