SEC Form ADV · CIK 1766918

OPES WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$822.3M
Assets Under Management
420
Total Clients
Get LP Contact Details

Registration Details

CIK
1766918
Accession
CRD-299704
Location
MENLO PARK, CA
Filing Date
May 5, 2026
AUM
$822.3M
Total Clients
420
Amendment
No

About this Adviser

OPES WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MENLO PARK, CA, managing approximately $822.3M in assets across 420 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.