Overview
Assets Under Management: $174 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 60
Average Client Assets: $2.1 million
Frequently Asked Questions
OPAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164014), OPAL ADVISORS is subject to fiduciary duty under federal law.
OPAL ADVISORS is headquartered in BELLEVUE, WA.
OPAL ADVISORS serves 60 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, OPAL ADVISORS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
OPAL ADVISORS manages $174 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, OPAL ADVISORS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.24%
Average Client Assets: $2.1 million
Total Client Accounts: 381
Discretionary Accounts: 380
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 164014
Filing ID: 2082259
Last Filing Date: 2026-03-27 16:57:27