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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