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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACH, LINCOLN, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACH, LINCOLN, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACH, LINCOLN, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACH, LINCOLN, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACH, LINCOLN, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACH, LINCOLN, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACH, LINCOLN, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACH, LINCOLN, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| SIEGEL, JARED, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
| DELAP LLP | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DeLap, David, Glenn | I | DELAP LLP | C | Control |
| DeLap, David, Glenn | I | DELAP LLP | C | Control |
| DeLap, David, Glenn | I | DELAP LLP | C | Control |
| DeLap, David, Glenn | I | DELAP LLP | C | Control |
| DeLap, David, Glenn | I | DELAP LLP | C | Control |
| DeLap, David, Glenn | I | DELAP LLP | C | Control |
| DeLap, David, Glenn | I | DELAP LLP | C | Control |
Registrations
Federal
IA
Sep 17, 2025 REGISTERED
Notice Filings (9)
CA CT ID NH NY OR TX UT WA
Address
5885 MEADOWS ROADSUITE 200
LAKE OSWEGO, OR 97035
United States
Phone: (503) 697-4118