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OPAL WEALTH ADVISORS, LLC
CRD 289759 · SEC 801-114223
2 JERICHO PLAZA, SUITE 208, JERICHO, NY, 11753, United States
Phone
516-388-7980
Fax
516-388-7968
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24B
Discretionary AUM
$653.5M
Team
20 total employees; 9 advisory reps; 6 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 396 | $132.4M |
| High net worth individuals | 334 | $931.4M |
| Corporations/business entities | 15 | $40.7M |
States served
CA, MD, MA, NJ, NY, NC, PA, TN, VA, TX, NH, CT, FL
All web addresses on file
- https://www.opalwealthadvisors.com
- https://www.facebook.com/opalwealthadvisors/
- https://www.linkedin.com/opalwealthadvisors
- https://x.com/opaladvisors?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
- https://www.instagram.com/opalwealthadvisors/
- https://www.opalwa.com
- https://www.instagram.com/katherinemdean.opalwomen
- https://youtube.com/@OpalWomen?si=5JO_c7TZiialgecm
- https://www.youtube.com/channel/UCJqfmlRYia8xOBJPt8lmFTA
Official SEC filing: View on IAPD