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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Delap Wealth Advisory LLC
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|---|---|
| CRD # | 282312 |
| SEC # | 801-118278 |
| CIK # | 0001927705 |
| AUM | $819.9 M (2025-04-25) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 503-697-4118 |
| Address | 5885 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.4 | ||
| Marsh & McLennan Companies Inc | 2.1 | ||
| Wal Mart Stores Inc | 1.5 | ||
| Wells Fargo & Co/MN | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 13.9 |
| (b) Individuals (high net worth individuals) | 137 | 783.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 22.9 |
| (n) Other | 0 | 0.0 |
| Total | 619 | 819.9 |
| By Discretionary | ||
| Discretionary | 611 | 809.1 |
| Non-Discretionary | 8 | 10.8 |
| Total | 619 | 819.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 819.9 | |
| Total | 619 | 819.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001927705] |
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|---|---|---|
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OH | 0.8 |
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Meg Green & Associates Inc
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FL | 0.8 |
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Riverbend Capital Advisors LLC
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IL | 0.8 |
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William Mack & Associates Inc
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MI | 0.8 |
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Lebenthal Global Advisors LLC
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NY | 0.8 |
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PYA Waltman Capital LLC
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TN | 0.8 |
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McGuire Investment Group LLC
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RI | 0.8 |
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Pointoak Retirement Advisors LLC
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VA | 0.8 |
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IFG Advisors LLC
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MO | 0.8 |
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Three Bridge Wealth Advisors LLC
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CA | 0.8 |