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David Glenn Delap

DELAP WEALTH ADVISORY, LLC·LAKE OSWEGO, Oregon
Series 65Clean record10 years registeredDELAP WEALTH ADVISORY, LLC
5885 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 6591191Firm CRD# 282312

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Glenn Delap · LAKE OSWEGO, OR
Registration
CRD #6591191 · DELAP WEALTH ADVISORY, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

AERODIGM WEALTH LLC
Aug 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 4, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DELAP WEALTH ADVISORY, LLC
CRD 282312 · SEC 801-118278
AUM
$546M
Regulatory assets under management
Employees
6
497 client accounts
Services offered by DELAP WEALTH ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DELAP WEALTH ADVISORY, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Glenn Delap offer?
David Glenn Delap specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are David Glenn Delap's credentials?
David Glenn Delap is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Glenn Delap located?
David Glenn Delap is based in LAKE OSWEGO, Oregon, working with DELAP WEALTH ADVISORY, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does David Glenn Delap charge for services?
David Glenn Delap's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELAP WEALTH ADVISORY, LLC?
DELAP WEALTH ADVISORY, LLC has approximately 6 employees and manages $546M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DELAP WEALTH ADVISORY, LLC

Lincoln Travis Bach
LAKE OSWEGO, OR
Jared Christopher Siegel
LAKE OSWEGO, OR

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Research
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