DELAP WEALTH ADVISORY, LLC
Adviser information for DELAP WEALTH ADVISORY, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Oregon, United States |
Employees
Total Number of Employees | 6 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 484 | $534.0M |
Non-Discretionary | 13 | $11.7M |
Total | 497 | $545.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 29 | $9.9M |
HNW Individuals | 112 | $498.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 8 | $37.0M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 6 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
5885 MEADOWS ROADSUITE 200
LAKE OSWEGO
OR
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (503) 697-4118, Fax: (503) 697-4196
Websites
Chief Compliance Officer
LINCOLN BACH
WEALTH ADVISOR
5885 MEADOWS ROAD
SUITE 200
LAKE OSWEGO
OR
United States
Tel:
(503) 697-4118
Fax:
(503) 697-4196
L****@**********M
(Full email address available in API data)
Regulatory Contact
JARED SIEGEL
PRINCIPAL, LEAD ADVISOR
5885 MEADOWS ROAD
SUITE 200
LAKE OSWEGO
OR
United States
Tel:
(503) 697-4118
Fax:
(503) 697-4196
J******@**********M
(Full email address available in API data)
Industry Affiliates
DELAP LLP | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
DELAP LLP | Domestic Entity | – | MEMBER | 11/2015 | > 75% |
SIEGEL, JARED, CHRISTOPHER | Individual | – | PRINCIPAL | 11/2015 | < 5% |
BACH, LINCOLN, TRAVIS | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADT INC DEL | COM | 302K | 40K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
AIRBNB INC | COM CL A | 376K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
EA SERIES TRUST | EA BRIDGEWAY OMN | 3M | 156K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ALPHABET INC | CAP STK CL C | 343K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ALPHABET INC | CAP STK CL A | 677K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
AMAZON COM INC | COM | 1M | 7K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
AMERICAN CENTY ETF TR | INTL SMCP VLU | 11M | 166K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
AMERICAN CENTY ETF TR | US SML CP VALU | 3M | 37K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
AMERICOLD REALTY TRUST INC | COM | 390K | 15K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
APPLE INC | COM | 4M | 19K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
APPFOLIO INC | COM CL A | 421K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
APPLOVIN CORP | COM CL A | 223K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
AUTOZONE INC | COM | 368K | 124 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 349K | 857 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
BLACKSTONE SECD LENDING FD | COMMON STOCK | 200K | 7K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
BRIGHT GREEN CORP | COMMON STOCK | 7K | 29K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
BROADCOM INC | COM | 222K | 138 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
JOHNSON & JOHNSON | COM | 297K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
KRAFT HEINZ CO | COM | 228K | 7K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
KROGER CO | COM | 265K | 5K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ELI LILLY & CO | COM | 540K | 596 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
MARSH & MCLENNAN COS INC | COM | 2M | 10K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
MEDPACE HLDGS INC | COM | 626K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
MICROSOFT CORP | COM | 7M | 16K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
MISTER CAR WASH INC | COM | 255K | 36K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
MULTIPLAN CORPORATION | COM | 7K | 18K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
NATERA INC | COM | 454K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
NETFLIX INC | COM | 214K | 317 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
NIKE INC | CL B | 263K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
NUTANIX INC | CL A | 265K | 5K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
NVIDIA CORPORATION | COM | 1M | 10K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
OLAPLEX HLDGS INC | COM | 21K | 14K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
OLLIES BARGAIN OUTLET HLDGS | COM | 346K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
CAMBRIA ETF TR | TRINITY | 267K | 10K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
CAMBRIA ETF TR | VALUE MOMENTUM | 256K | 9K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
CHARGEPOINT HOLDINGS INC | COM CL A | 31K | 21K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
COSTCO WHSL CORP NEW | COM | 1M | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
CROWDSTRIKE HLDGS INC | CL A | 810K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | US EQUITY ETF | 531K | 9K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 371K | 6K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | US TARGETED VLU | 5M | 94K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 697K | 28K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 28M | 856K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1M | 35K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 14M | 532K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 6M | 223K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 1M | 45K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 5M | 147K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 271K | 8K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | SHORT DURATION F | 3M | 60K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 12M | 484K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DOCUSIGN INC | COM | 615K | 11K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
DRAFTKINGS INC NEW | COM CL A | 453K | 12K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ENERGY TRANSFER L P | COM UT LTD PTN | 211K | 13K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VESTIS CORPORATION | COM SHS | 157K | 13K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
EVERGY INC | COM | 461K | 9K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
SMARTSHEET INC | COM CL A | 531K | 12K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
SNOWFLAKE INC | CL A | 659K | 5K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
STARBUCKS CORP | COM | 324K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
TESLA INC | COM | 256K | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
THE TRADE DESK INC | COM CL A | 214K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
TIDAL TR II | RTN STACKED BD | 272K | 15K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
TIDAL TR II | RETURN STCKD US | 280K | 11K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
TWILIO INC | CL A | 255K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
UBER TECHNOLOGIES INC | COM | 550K | 8K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 4M | 51K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 10M | 196K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD MALVERN FDS | STRM INFPROIDX | 2M | 36K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 400K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2M | 45K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 6M | 107K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 278K | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 281K | 562 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VERTIV HOLDINGS CO | COM CL A | 732K | 8K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VICTORIAS SECRET AND CO | COMMON STOCK | 212K | 12K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VIRTU FINL INC | CL A | 206K | 9K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
VISA INC | COM CL A | 251K | 958 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
WALMART INC | COM | 1M | 18K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
WELLS FARGO CO NEW | COM | 1M | 18K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
WINGSTOP INC | COM | 473K | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
EXXON MOBIL CORP | COM | 300K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
META PLATFORMS INC | CL A | 222K | 440 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
FIDELITY WISE ORIGIN BITCOIN | SHS | 234K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
FLEXSHARES TR | QUALT DIVD IDX | 213K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
FORTIVE CORP | COM | 218K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
HEWLETT PACKARD ENTERPRISE C | COM | 297K | 14K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
HOME DEPOT INC | COM | 289K | 838 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | CORE S&P TTL STK | 18M | 154K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | CORE S&P500 ETF | 859K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | MSCI EMG MKT ETF | 736K | 17K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | SHRT NAT MUN ETF | 391K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | 3 7 YR TREAS BD | 3M | 24K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | EAFE VALUE ETF | 333K | 6K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES INC | CORE MSCI EMKT | 3M | 55K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | IBONDS DEC25 ETF | 415K | 17K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | IBONDS DEC24 ETF | 418K | 17K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | CORE MSCI INTL | 22M | 341K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | IBONDS DEC2026 | 407K | 17K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | IBDS DEC28 ETF | 394K | 16K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ISHARES TR | IBONDS 27 ETF | 403K | 17K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
AMCOR PLC | ORD | 228K | 23K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
GATES INDL CORP PLC | ORD SHS | 395K | 25K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
LINDE PLC | SHS | 374K | 853 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ORGANOGENESIS HLDGS INC | COM | 40K | 14K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ORGANON & CO | COMMON STOCK | 360K | 17K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ORION OFFICE REIT INC | COM | 44K | 12K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
PAYPAL HLDGS INC | COM | 445K | 8K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
PETCO HEALTH & WELLNESS CO I | COM | 256K | 68K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
PIMCO ETF TR | 1-5 US TIP IDX | 264K | 5K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
PLAYTIKA HLDG CORP | COM | 333K | 42K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
PROCTER AND GAMBLE CO | COM | 232K | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
PURE STORAGE INC | CL A | 431K | 7K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
REYNOLDS CONSUMER PRODS INC | COM | 428K | 15K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
RIVIAN AUTOMOTIVE INC | COM CL A | 422K | 31K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
ROBINHOOD MKTS INC | COM CL A | 230K | 10K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3M | 92K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 269K | 503 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 692K | 11K | BUCKINGHAM STRATEGIC PARTNERS, LLC |