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DELAP WEALTH ADVISORY, LLC

Tel: (503) 697-4118
5885 Meadows Road
Suite 200
Lake Oswego, Oregon  97035

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DELAP WEALTH ADVISORY, LLC

DELAP WEALTH ADVISORY, LLC is a Lake Oswego, Oregon based financial advisory firm with nearly $545,647,028 in assets under management and provides investment advisory services for 497 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282312

SEC#:

801-118278

No. of Clients:

497

Assets under Management

$545,647,028

No. of Advisors:

6

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