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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Opal Wealth Advisors LLC
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|---|---|
| CRD # | 289759 |
| SEC # | 801-114223 |
| CIK # | 0001844201 |
| AUM | $1.0 B (2025-07-21) |
| Employees | 17 (41% Investors, 41% Brokers) |
| Phone | 516-388-7980 |
| Address | 2 Jericho Plaza Jericho, NY 11753 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.2 | ||
| Nuveen Churchill Direct Lending Corp | 8.1 | ||
| Microsoft Corp | 5.0 | ||
| Nvidia Corp | 3.7 | ||
| Amazon Com Inc | 2.9 | ||
| Intercontinentalexchange Group Inc | 2.9 | ||
| UnitedHealth Group Inc | 2.1 | ||
| Tesla Motors Inc | 1.8 | ||
| Facebook Inc | 1.8 | ||
| VISA Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 371 | 113.0 |
| (b) Individuals (high net worth individuals) | 288 | 769.1 |
| (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 | 109.5 |
| (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 | 15 | 37.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,097 | 1,029.2 |
| By Discretionary | ||
| Discretionary | 1,355 | 547.8 |
| Non-Discretionary | 742 | 481.4 |
| Total | 2,097 | 1,029.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 1,027.6 | |
| Total | 2,097 | 1,029.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844201] |
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|---|---|---|
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KY | 1.1 |
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KWMG LLC
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KS | 1.0 |
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Woodard & Co Asset Management Group Inc
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NC | 1.0 |
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TX | 1.0 |
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TN | 1.0 |
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Activest Wealth Management LLC
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FL | 1.0 |
|
Regency Investment Advisors Inc
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CA | 1.0 |
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KWB Wealth
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CA | 1.0 |