Opal Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Opal Wealth Advisors LLC
CRD #289759
SEC #801-114223
CIK #0001844201
AUM $825.9 MM (2024-03-28)
Employees 15 (40% Investors, 53% Brokers)
Phone516-388-7980
Address2 Jericho Plaza
Jericho, NY 11753
Source [IAPD] [EDGAR] [Website] [Twitter] [Instagram]
Total AUM ($MM)
90072054036018002009201420192025
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 ($MM)
3502802101407002020202120232025
AUM Breakdown Accounts AUM ($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
Terms | Privacy | Guide
tony@aum13f.com