LP Profile

Opes Wealth Management

Also known as opes wealth

Wealth ManagerMenlo Park, United StatesFounded 2005
$525M
Assets Under Management
Menlo Park
Headquarters
Investment Focus

About Opes Wealth Management

Opes Wealth Management is a wealth manager based in Menlo Park, US. Founded in 2005. Reported AUM: 525 USD millions.

Preferred Geographies

AsiaEmerging MarketsEuropeGlobalNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Opes Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$822.3M
Total Clients
420
Filing Date
May 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Opes Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Opes Wealth Management?

Opes Wealth Management is a wealth manager based in Menlo Park, United States, managing approximately $525M in assets.

Where is Opes Wealth Management headquartered?

Opes Wealth Management is headquartered in Menlo Park, United States.

How much does Opes Wealth Management manage?

Opes Wealth Management manages approximately $525M in assets under management.

When was Opes Wealth Management founded?

Opes Wealth Management was founded in 2005.

How can I contact Opes Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Opes Wealth Management are available on LPbacked. Create a free account to access them.