OPES Wealth Management LLC


Assets, Funds, Holdings

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OPES Wealth Management LLC
CRD #299704
SEC #801-114436
AUM $387.3 MM (100% Disc, 100% US)
Employees8 (75% Investors, 0% Brokers)
Address19330 Stevens Creek Boulevard
Cupertino, CA 95014
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Lafleur & Godfrey Inc
MI 0.4
Allianz Hedge Fund
CA 0.4
Seamount Financial Group Inc
CO 0.4
Titus Wealth Management
CA 0.4
Ashfield & Co Inc
CA 0.4
Mps-Loria Financial Planners LLC
IL 0.4
Leonetti & Associates Inc
IL 0.4
Truenorth Inc
KS 0.4
Panoramika Advisors Inc
FL 0.4
Scott & Selber Inc Capital Management
TX 0.4
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