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⚲
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| Opal Wealth Advisors LLC
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| |
|---|---|
| CRD # | 289759 |
| SEC # | 801-114223 |
| CIK # | 0001844201 |
| AUM | $825.9 MM (2024-03-28) |
| Employees | 15 (40% Investors, 53% Brokers) |
| Phone | 516-388-7980 |
| Address | 2 Jericho Plaza Jericho, NY 11753 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.7 | |
| MSFT | 1,918,222.4 | 4.2 | |
| NVDA | 399,550.0 | 2.6 | |
| AMZN | 1,092,997.8 | 2.1 | |
| UNH | 477,004.0 | 1.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 139.4 |
| (b) Individuals (high net worth individuals) | 146 | 409.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 56.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 27.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,591 | 633.1 |
| By Discretionary | ||
| Discretionary | 1,113 | 456.8 |
| Non-Discretionary | 478 | 176.3 |
| Total | 1,591 | 633.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 633.1 | |
| Total | 1,591 | 633.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844201] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Insight Wealth Strategies LLC
✚
|
CA | 0.9 |
|
Private Client Services LLC
✚
|
KY | 0.8 |
|
Everest Financial Group LLC
✚
|
MN | 0.8 |
|
Sharkey Howes & Javer Inc
✚
|
CO | 0.8 |
|
Coyle Financial Counsel LLC
✚
|
IL | 0.8 |
|
Reagan Companies Asset Management Inc
✚
|
NY | 0.8 |
|
The Joseph Group LLC
✚
|
OH | 0.8 |
|
Kelly Financial Group LLC
✚
|
CT | 0.8 |
|
Black Coral Financial Advisors LLC
✚
|
NJ | 0.8 |
|
Realta Investment Advisors Inc
✚
|
DE | 0.8 |