Overview
Assets Under Management: $590 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 196
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 364
Discretionary Accounts: 364
Regulatory Filings
CRD Number: 299704
Last Filing Date: 2024-04-04 00:00:00
Website: https://opeswealth.com