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Home > Retirement Planners > california > menlo park > OPES WEALTH MANAGEMENT, LLC
OPES WEALTH MANAGEMENT, LLC
535 Middlefield Road
Suite 160
Menlo Park, California 94025
Tel: 408-831-5800
About OPES WEALTH MANAGEMENT, LLC
OPES WEALTH MANAGEMENT, LLC, formally registered with the SEC as OPES WEALTH MANAGEMENT, LLC. The firm was established in 12/14/2018. They have over 2 offices throughout the country.
OPES WEALTH MANAGEMENT, LLC is a Menlo Park, California based Financial Planning firm with nearly $589,916,182 assets under management, offering retirement planning & investment advisory services to 364 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299704 |
| SEC# | 801-114436 |
| Assets Managed by Firm | $589,916,182 |
| No. of Clients | 364 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 364 | $589,916,182 |
| Individuals (other than high net worth individuals) | 186 | $79,952,764 |
| High net worth individuals | 177 | $506,477,428 |
| Corporations or other businesses | Fewer than 5 clients | $3,485,990 |
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