Delap Wealth Advisory
Financial Services • 
5885 Meadows Road, #200, United States • 1-10 Employees
Company overview
| Headquarters | 5885 Meadows Road, #200, Lake Oswego, OR 97035, US |
| Phone number | +15036974118 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Charitable Giving |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Delap Wealth Advisory
Jared Siegel
Co-Founder | Chief Investment Officer
Delap Wealth Advisory Email Formats
Delap Wealth Advisory uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@delapwa.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@delapwa.com | 85.7% |
{first initial}{last name} | jdoe@delapwa.com | 14.3% |
About Delap Wealth Advisory
Delap Wealth Advisory is your wealth advisor, tax strategist, and investment manager — all under one roof. We utilize our expertise to help our valued clients achieve financial clarity and success. Understanding who you are is where we start. Whether you're running your own business, in a life transition, interested in ESG investing, or looking to preserve and grow family wealth, our allegiance is to you. You may come to us overwhelmed by trying to juggle all of your commitments. When you get to know us, you’ll feel like a massive weight has been lifted from your shoulders. Delap Wealth Advisory LLC was formed in 2016 in response to requests from clients of Delap LLP who wanted to coordinate their business strategies with their personal financial plans.
Delap Wealth Advisory revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Delap Wealth Advisory has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Delap Wealth Advisory has never raised funding before.
Australia
Spain
Ireland
Frequently asked questions
4.8
40,000 users
