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DELAP WEALTH ADVISORY, LLC
DELAP WEALTH ADVISORY, LLC
LAKE OSWEGO, Oregon
·
3 registered advisors
·
CRD# 282312
SEC# 801-118278
0
(503) 697-4118
01
Firm Overview
AUM
$546M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DELAP WEALTH ADVISORY, LLC
3 registered advisors
David Glenn Delap
LAKE OSWEGO, Oregon
CRD# 6591191
Jared Christopher Siegel
LAKE OSWEGO, Oregon
CRD# 5482157
Lincoln Travis Bach
LAKE OSWEGO, Oregon
CRD# 6031939
05
Office Locations
LAKE OSWEGO, Oregon
3 advisors
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Data sourced from SEC Form ADV filings. DELAP WEALTH ADVISORY, LLC (CRD# 282312) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.