DELAP WEALTH ADVISORY, LLC

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UUIDb4d8f1a7-8661-5e7a-a8ce-f0bd35dfbfbe

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	282312	282312	—	1.0
sec_file_number	801-118278	801-118278	—	—

Profile

WebsiteHTTP://WWW.DELAPWA.COM

HQ CityLAKE OSWEGO

HQ StateOR

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)819,926,324.0
RAUM (discretionary)809,147,518.0
Actionable assets805,986,045.0
Accounts619.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM783,063,743.0

As of 2025-04-25 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BACH, LINCOLN, TRAVIS	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015410", "owner_id": "6031939", "source": "adv_part1", "table": "Schedule_A_B"}
DELAP LLP	MEMBER	OFFICER	—	{"filing_id": "2015410", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SIEGEL, JARED, CHRISTOPHER	PRINCIPAL	OFFICER	—	{"filing_id": "2015410", "owner_id": "5482157", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

BACH, LINCOLN, TRAVIS

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2015410", "owner_id": "6031939", "source": "adv_part1", "table": "Schedule_A_B"}

DELAP LLP

MEMBER

OFFICER

—

{"filing_id": "2015410", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

SIEGEL, JARED, CHRISTOPHER

PRINCIPAL

OFFICER

—

{"filing_id": "2015410", "owner_id": "5482157", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/17/2025 04:49:50 PM",
  "filing_id": "2015410",
  "reg_type": "IA"
}
```

DELAP WEALTH ADVISORY, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1