Overview
Assets Under Management: $590 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 196
Average Client Assets: $3 million
Frequently Asked Questions
OPES WEALTH MANAGEMENT, LLC 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 #299704), OPES WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OPES WEALTH MANAGEMENT, LLC is headquartered in MENLO PARK, CA.
OPES WEALTH MANAGEMENT, LLC serves 196 high-net-worth clients according to their SEC filing dated April 04, 2024. View client details ↓
According to their SEC Form ADV, OPES WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OPES WEALTH MANAGEMENT, LLC manages $590 million in client assets according to their SEC filing dated April 04, 2024.
According to their SEC Form ADV, OPES WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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