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Delap Wealth Advisory, LLC

  • CIK: 0001927705
  • EIN: 81-1519589
  • Business address: 5885 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, Oregon, 97035

Information

  • Mailing address
    5885 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, Oregon, 97035
  • Phone
    503-697-4118
  • State location
    Oregon
  • State of incorporation
    Oregon
  • Fiscal year end
    December 31
  • SIC
    N/A
  • Filings
    N/A

About Delap Wealth Advisory, LLC

Delap Wealth Advisory, LLC (CIK: 0001927705) is an American company incorporated in the state of Oregon. Head office is located at 5885 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, Oregon, 97035. Work in the industry N/A. Delap Wealth Advisory, LLC is a public company and trade via Over-The-Counter (OTC).

Ownership

Updating!

Stock Chart

Coming soon!

Jobs

Coming soon!

Recent SEC Filings

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Delap Wealth Advisory, LLC

Filings Format Description Filed/Effective File/Film Number
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001725547-24-000560 (34 Act) Size: 46 KB		 Feb-15-2024

028-22928

24641018
13F-HR/A Document

Amendment to Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001725547-23-002738 (34 Act) Size: 28 KB		 Dec-11-2023

028-22928

231478211
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001725547-23-002009 (34 Act) Size: 28 KB		 Nov-13-2023

028-22928

231397083
13F-HR/A Document

Amendment to Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001725547-23-000209 (34 Act) Size: 30 KB		 Aug-08-2023

028-22928

231150436
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001725547-23-000208 (34 Act) Size: 26 KB		 Aug-08-2023

028-22928

231150433
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001725547-23-000129 (34 Act) Size: 40 KB		 May-15-2023

028-22928

23919095
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001725547-23-000062 (34 Act) Size: 33 KB		 Feb-13-2023

028-22928

23617635

Recent 20 filings. View all Delap Wealth Advisory, LLC filings

Reviews

Overall rating 5.0

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

Aug 22, 2022

Catherine

Thanks I look forward to using the product to improve my skin tone

Frequently Asked Questions

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.

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