LB
Lincoln T. Bach
DELAP WEALTH ADVISORY
Lake Oswego, OR 97035
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CRD#: 6031939
LB
Professional summary
Lincoln Travis Bach, CFP® is a registered financial advisor currently at DELAP WEALTH ADVISORY, LLC located in Lake Oswego, Oregon.
Lincoln is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lincoln has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RealtyMogul 128, LLC, Investment Related, 73 Greentree Drive, Dover, DE 19904, Real Estate, Minority member, as of 3/2019, 1 hour per month, 0 hours during security trading, Passive investor NREA SE Portfolio Three Manager, LLC, Investment Related, 300 Crescent Court, Dallas, TX 75201, Real Estate, Minority member, as of 5/2019, 1 hour per month, 0 hours during security trading, Passive investor Gravity 2-RM Member, LLC, Investment Related, 30 Warren St, Columbus, OH 43215, Real Estate, Minority member, as of 10/2020, 1 hour per month, 0 hours during security trading, Passive investor RM VA WB, LLC, Investment Related, 9893 Georgetown Pike #520, Great Falls, VA 22066, Real Estate, Minority member, as of 2/2021, 1 hour per month, 0 hours during security trading, Passive investor Heartland Biomass, LLC, Investment Related, 71500 Lower Diamond Lane, Wallowa, OR 97885, Timber Manufacturing, Minority member, as of 3/2021, 1 hours per month, 0 hours during security trading, Passive investor 100 Chicago Holdings, LLC, Investment Related, 2234 West North Avenue, Chicago, IL 60647, Real Estate, Minority member, as of 4/2021, 1 hours per month, 0 hours during security trading, Passive investor RM RRP Cheyenne, LLC, Investment Related, 1209 Orange St, Wilmington, DE 19801, Real Estate, Minority member, as of 7/2021, 1 hours per month, 0 hours during security trading, Passive investor Inspire Court JV, LLC, Investment Related, 11601 Wilshire Blvd, Suite 2060, Los Angeles, CA 90025, Real Estate, Minority member, as of 7/2021, 1 hours per month, 0 hours during security trading, Passive investor
CRS (Client Relationship Summary) - RIA
Click below to view Lincoln Travis Bach's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 14, 2021 - Present
DELAP WEALTH ADVISORY, LLC
Office #1: 5885 Meadows Road Suite 200, Lake Oswego, OR 97035RIA
CRD#: 282312
Lake Oswego, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DELAP WEALTH ADVISORY, LLC
DELAP WEALTH ADVISORY, LLC
CRD#: 282312 / SEC#: 801-118278
RIA
Registered Investment Advisory firm - (3/24/2020 Approved)Oregon
Registered Investment Advisory firm - (3/1/2021 Terminated)Texas
Registered Investment Advisory firm - (3/26/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(9/14/2021)
Exams
Current Firm
DW
DELAP WEALTH ADVISORY, LLC
DELAP WEALTH ADVISORY, LLC
CRD#: 282312 / SEC#: 801-118278
RIA
Registered Investment Advisory firm - (3/24/2020 Approved)Oregon
Registered Investment Advisory firm - (3/1/2021 Terminated)Texas
Registered Investment Advisory firm - (3/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5885 Meadows Road Suite 200, Lake Oswego, OR 97035
Mailing Address
Phone number
(503) 697-4118
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 619 |
| AUM (Assets Under Management) | $ 819,926,324 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/10/2025 | ||
| 02/24/2024 | ||
| 01/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
