OPAL WEALTH ADVISORS, LLC

2 Jericho Plaza
Suite 208
Jericho, New York 11753
Tel: 516-388-7980

About OPAL WEALTH ADVISORS, LLC

OPAL WEALTH ADVISORS, LLC, formally registered with the SEC as OPAL WEALTH ADVISORS, LLC. The firm was established in 11/01/2018. They have over 3 offices throughout the country.

OPAL WEALTH ADVISORS, LLC is a Jericho, New York based Financial Planning firm with nearly $825,863,682 assets under management, offering retirement planning & investment advisory services to 1883 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289759
SEC#	801-114223
Assets Managed by Firm	$825,863,682
No. of Clients	1883
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1883	$825,863,682
Individuals (other than high net worth individuals)	376	$118,256,006
High net worth individuals	232	$591,710,470
Charitable organizations	Fewer than 5 clients	$84,240,903
Corporations or other businesses	13	$31,656,303

More Retirement Planning firms in Jericho, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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