Opal Wealth Advisors, LLC
● SEC registered since 2018CRD 289759SEC# 801-114223Jericho, NY
Reg. AUM
$1.24B
Employees
20
Accounts
2,411
Location
Jericho, NY
Opal Wealth Advisors, LLC assets under management
Opal Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Jericho, NY. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 20 people.
Opal Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher H Clasen Control | Chief Operating Officer | 5-10% | 2021 |
| Jamie Ann Bruno Control | Chief Compliance Officer | Under 5% | 2025 |
| Jesse James Giordano Control | Managing Member And Principal | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Opal Wealth Advisors, LLC manage?
Opal Wealth Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Opal Wealth Advisors, LLC have?
Opal Wealth Advisors, LLC reports 20 employees.
Where is Opal Wealth Advisors, LLC located?
Opal Wealth Advisors, LLC is based in Jericho, NY and has been SEC-registered since 2018.
Does Opal Wealth Advisors, LLC disclose fund performance?
Opal Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Jericho Plaza, Suite 208, Jericho, NY 11753 |
| Phone | 516-388-7980 |
| Fax | 516-388-7968 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1844201 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.24B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.24Bregulatory AUM
Discretionary $653.5MNon-discretionary $584.6M