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| Opal Wealth Advisors LLC
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|---|---|
| CRD # | 289759 |
| SEC # | 801-114223 |
| CIK # | 0001844201 |
| AUM | 1,238.2 M (2026-02-14) |
| Employees | 20 (45% Investors, 45% Brokers) |
| Phone | 516-388-7980 |
| Address | 2 Jericho Plaza Jericho, NY 11753 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844201 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.5 | ||
| Nuveen Churchill Direct Lending Corp | 7.9 | ||
| Nvidia Corp | 4.8 | ||
| Amazon Com Inc | 3.8 | ||
| Microsoft Corp | 3.3 | ||
| Alphabet Inc | 2.9 | ||
| Tesla Motors Inc | 2.3 | ||
| Intel Corp | 2.2 | ||
| Intercontinentalexchange Group Inc | 1.9 | ||
| Caterpillar Inc | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 396 | 132.4 |
| (b) Individuals (high net worth individuals) | 334 | 931.4 |
| (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 | 133.6 |
| (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 | 40.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,411 | 1,238.2 |
| By Discretionary | ||
| Discretionary | 1,528 | 653.5 |
| Non-Discretionary | 883 | 584.6 |
| Total | 2,411 | 1,238.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 1,236.3 | |
| Total | 2,411 | 1,238.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844201] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 (1 non-US) |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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