Tracie Lynne Southerland
Wealth AdvisorOpes Wealth Management, LLCCRD 1376311
About Tracie Lynne Southerland
Tracie Lynne Southerland is listed as Wealth Advisor at Opes Wealth Management, LLC in Menlo Park, CA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Opes Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Tracie Lynne Southerland work?
Tracie Lynne Southerland is listed as Wealth Advisor at Opes Wealth Management, LLC on SEC Form ADV.
How much of Opes Wealth Management, LLC does Tracie Lynne Southerland own?
Form ADV reports a beneficial ownership band of 5-10%.
Opes Wealth Management, LLC
| Title | Wealth Advisor |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2022 |