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OPES WEALTH MANAGEMENT, LLC
CRD 299704 · SEC 801-114436
535 MIDDLEFIELD ROAD, SUITE 160, MENLO PARK, CA, 94025, United States
Phone
408-831-5800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$822.3M
Discretionary AUM
$822.3M
Team
8 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $86.8M |
| High net worth individuals | 215 | $730.2M |
| Corporations/business entities | 1 | $5.2M |
States served
CA, CO, NE, OR, VA, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD