Erin Michael Whalen
Co-PresidentOpes Wealth Management, LLCCRD 4866543
About Erin Michael Whalen
Erin Michael Whalen is listed as Co-President at Opes Wealth Management, LLC in Menlo Park, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Opes Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Erin Michael Whalen work?
Erin Michael Whalen is listed as Co-President at Opes Wealth Management, LLC on SEC Form ADV.
How much of Opes Wealth Management, LLC does Erin Michael Whalen own?
Form ADV reports a beneficial ownership band of 25-50%.
Opes Wealth Management, LLC
| Title | Co-President |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2018 |