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Financial Advisor
Oregon
Lake Oswego
DELAP WEALTH ADVISORY, LLC

DELAP WEALTH ADVISORY, LLC

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

About 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
Firm CRD#:

282312

Firm SEC#:

801-118278

Assets Under Management:

$545,647,028

No. of Clients:

497

Advisory Services Provided:

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

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