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OPULENTIA, LLC
CRD 314197
11350 MCCORMICK ROAD EXECUTIVE PLAZA 1, STE. 301, HUNT VALLEY, MD, 21031, United States
Phone
410-740-6844
Fax
410-740-2150
Registration
— (—)
Source
State registered
Total AUM
$46.1M
Discretionary AUM
$46.1M
Team
5 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $34.0M |
| High net worth individuals | 25 | $12.1M |
All web addresses on file
Official SEC filing: View on IAPD