LAKE OSWEGO, ORCRD 282312Latest ADV January 12, 2026
Delap Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated January 12, 2026, reports $1.5B in regulatory assets under management, 9 employees, and 819 accounts.
Assets Under Management
$1.5B
Employees
9
Offices
--
Total Clients
256
Primary office
LAKE OSWEGO, OR
5885 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.7% of total clients.
Top client categories% of clientsClients
1
HNWI
61.7%
158
2
Individuals
21.1%
54
3
Irrevocable Trusts/Estates
13.3%
34
4
Corporations
3.5%
9
5
Charitable
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of January 12, 2026
Discretionary99.2%
$1.5B
99% of total RAUM99.2%
Non-discretionary0.8%
$11M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts819
10Y AUM Change+$1.4B (+1327.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.