OPES WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$822,283,010
Discretionary
$822,283,010
Non-discretionary
$0
Firm details
- CRD number
- 299704
- SEC file number
- 801-114436
- Main office
- MENLO PARK, CA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of September 2026.