Opes Wealth Management, LLC
● SEC registered since 2018CRD 299704SEC# 801-114436Menlo Park, CA
Reg. AUM
$822.3M
Employees
8
Accounts
420
Location
Menlo Park, CA
Opes Wealth Management, LLC assets under management
Opes Wealth Management, LLC is an SEC-registered investment adviser based in Menlo Park, CA. The firm has been registered since 2018. It reports $822.3 million in regulatory assets under management and employs 8 people.
Opes Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erin Michael Whalen Control | Co-President | 25-50% | 2018 |
| Louis Lawrence Odette Control | Chief Investment Officer | 5-10% | 2024 |
| Mark Townsend Duvall Control | Co-President | 25-50% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Opes Wealth Management, LLC manage?
Opes Wealth Management, LLC reports $822.3 million in regulatory assets under management on its Form ADV.
How many employees does Opes Wealth Management, LLC have?
Opes Wealth Management, LLC reports 8 employees.
Where is Opes Wealth Management, LLC located?
Opes Wealth Management, LLC is based in Menlo Park, CA and has been SEC-registered since 2018.
Does Opes Wealth Management, LLC disclose fund performance?
Opes Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 535 Middlefield Road, Suite 160, Menlo Park, CA 94025 |
| Phone | 408-831-5800 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1766918 |
| Discloses disciplinary history | No |
Regulatory AUM
$822.3M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$822.3Mregulatory AUM
Discretionary $822.3M