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OPAL ADVISORS
OPAL ADVISORS, LLC
CRD 164014 · SEC 801-132775
3150 RICHARDS ROAD, SUITE 240, BELLEVUE, WA, 98005, United States
Phone
425-835-3276
Fax
877-836-7651
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.0M
Discretionary AUM
$165.7M
Team
6 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $35.6M |
| High net worth individuals | 60 | $127.5M |
| Pooled investment vehicles | 1 | $2.7M |
States served
CA, ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD