Delap Wealth Advisory, LLC

Entity
Company
Business address
5885 Meadows Road, Suite 200, 97035 Lake Oswego, OR
Phone
503-697-4118
State of incorporation
OR
Fiscal year end
December 31
Signature 13F
Lincoln Bach - Chief Compliance Officer
All SEC filings
View on sec.gov
Delap Wealth Advisory, LLC has filed 15 SEC EDGAR filings since 2/13/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Jul 31, 2025 Jun 30, 2025 028-22928
13F-HR Open Document Open Filing Jul 28, 2025 Jun 30, 2025 028-22928
13F-HR Open Document Open Filing May 8, 2025 Mar 31, 2025 028-22928
13F-HR Open Document Open Filing Feb 4, 2025 Dec 31, 2024 028-22928
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-22928
N-PX Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-22928
13F-HR Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-22928
13F-HR Open Document Open Filing May 14, 2024 Mar 31, 2024 028-22928
13F-HR Open Document Open Filing Feb 15, 2024 Dec 31, 2023 028-22928
13F-HR/A Open Document Open Filing Dec 11, 2023 Sep 30, 2023 028-22928
13F-HR Open Document Open Filing Nov 13, 2023 Sep 30, 2023 028-22928
13F-HR/A Open Document Open Filing Aug 8, 2023 Mar 31, 2023 028-22928
13F-HR Open Document Open Filing Aug 8, 2023 Jun 30, 2023 028-22928
13F-HR Open Document Open Filing May 15, 2023 Mar 31, 2023 028-22928
13F-HR Open Document Open Filing Feb 13, 2023 Dec 31, 2022 028-22928