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Delap Wealth Advisory
Delap Wealth Advisory was established in 2016 as a US wealth manager. It operates from Lake Oswego and focuses on advisory relationships rather than...
Overview
Delap Wealth Advisory was established in 2016 as a US wealth manager. It operates from Lake Oswego and focuses on advisory relationships rather than proprietary products. The firm offers investment management and financial planning on both discretionary and non-discretionary bases. Clients include individuals, high-net-worth individuals, corporations, and other business entities. No public information identifies specific asset classes, named holdings, or geographic deployment beyond the United States. Team size, additional offices, and recent operational events remain undisclosed. No adjacent vehicles or dated activity from the last 24 months appear in available records. The firm functions as an independent RIA without disclosed ties to a single family or operating company.
General information
Firm type
Wealth Manager
Year founded
2016
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lake Oswego, United States
Frequently asked questions
Who runs investment decisions at Delap Wealth Advisory?
No named principals or CIO appear in public records. Investment decisions rest with the firm’s advisory team on a discretionary or non-discretionary basis.
Does Delap Wealth Advisory participate in fund commitments or only direct deals?
Public materials describe investment management and financial planning services without specifying fund commitments, direct deals, or co-investments.
What investment stages does Delap Wealth Advisory typically target?
No stage preferences or asset-class allocations are disclosed in available sources.
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