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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001844201] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Insight Wealth Strategies LLC
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|
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 |