DELAP WEALTH ADVISORY, LLC
CRD #282312 SEC #801-118278 LAKE OSWEGO, OR (503) 697-4118
SEC Registered
Total AUM
$819.9M
Discretionary
$809.1M
Employees
9
Clients
1
Accounts
619
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $819.9M | $809.1M | $10.8M | 9 | 5 |
| Apr 2025 | $819.9M | $809.1M | $10.8M | 9 | 5 |
| Mar 2025 | $819.9M | $809.1M | $10.8M | 7 | 5 |
| Jan 2025 | $545.6M | $534M | $11.7M | 6 | 6 |
| Mar 2024 | $545.6M | $534M | $11.7M | 6 | 6 |
| Jul 2023 | $317.8M | $316.4M | $1.4M | 5 | 9 |
| Mar 2023 | $317.8M | $316.4M | $1.4M | 5 | 9 |
| Mar 2022 | $253.1M | $253.1M | $0 | 4 | 12 |
| Aug 2021 | $140.6M | $140.6M | $0 | 4 | 4 |
| Mar 2021 | $140.6M | $140.6M | $0 | 4 | 4 |
| Sep 2020 | $102.5M | $102.5M | $0 | 5 | 5 |
| Jun 2020 | $102.5M | $102.5M | $0 | 5 | 5 |
| Mar 2020 | $102.5M | $102.5M | $0 | 5 | 5 |
| Feb 2020 | $102.5M | $102.5M | $0 | 5 | 5 |
DateSep 2025
Total AUM$819.9M
Discretionary$809.1M
Non-Disc.$10.8M
Employees9
Clients5
DateApr 2025
Total AUM$819.9M
Discretionary$809.1M
Non-Disc.$10.8M
Employees9
Clients5
DateMar 2025
Total AUM$819.9M
Discretionary$809.1M
Non-Disc.$10.8M
Employees7
Clients5
DateJan 2025
Total AUM$545.6M
Discretionary$534M
Non-Disc.$11.7M
Employees6
Clients6
DateMar 2024
Total AUM$545.6M
Discretionary$534M
Non-Disc.$11.7M
Employees6
Clients6
DateJul 2023
Total AUM$317.8M
Discretionary$316.4M
Non-Disc.$1.4M
Employees5
Clients9
DateMar 2023
Total AUM$317.8M
Discretionary$316.4M
Non-Disc.$1.4M
Employees5
Clients9
DateMar 2022
Total AUM$253.1M
Discretionary$253.1M
Non-Disc.$0
Employees4
Clients12
DateAug 2021
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees4
Clients4
DateMar 2021
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees4
Clients4
DateSep 2020
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients5
DateMar 2020
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients5
DateFeb 2020
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients5