Opes Wealth Management, LLC, based out of Menlo Park, CA, is a reputable investment advisory firm that caters primarily to high-net-worth individuals. With a total of 8 employees, 5 of whom specialize in providing investment advisory services, Opes Wealth Management boasts a strong team of experienced professionals. Their advisors have an impressive average of approximately $10,560,000 in assets under management per investment advisor.
The firm's compensation structure is diverse and includes various types, such as a percentage of assets under management. Opes Wealth Management currently serves over 150 individual clients, overse...
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Assets Under Mgmt
$473.58M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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