Opes Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Opes Wealth Management LLC
CRD #299704
SEC #801-114436
CIK #0001766918
AUM $589.9 MM (2024-03-14)
Employees 9 (56% Investors, 0% Brokers)
Phone408-831-5800
Address535 Middlefield Road
Menlo Park, CA 94025
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
60048036024012002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 132.7
GILD 78,030.8 10.9
SPEM 7.8
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
50040030020010002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 186 80.0
(b) Individuals (high net worth individuals) 177 506.5
(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 0.0
(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 0 3.5
(n) Other 0 0.0
Total 364 589.9
By Discretionary
Discretionary 364 589.9
Non-Discretionary 0 0.0
Total 364 589.9
By Non-United States Persons
Non-United States Persons 3.5
United States Persons 586.4
Total 364 589.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001766918]
Comparable Firms State AUM ($BB)
Carderock Capital Management Inc
MD 0.6
Lorne Steinberg Wealth Management Inc
0.6
Greenwich Investment Management Inc
CT 0.6
Northwest Investment Counselors LLC
OR 0.6
Perennial Advisors LLC
NY 0.6
Tiller Private Wealth Inc
PA 0.6
Gratus Wealth Advisors LLC
VA 0.6
Belmont Capital LLC
CA 0.6
Market Street Wealth Management LLC
PA 0.6
Phillips Capital Advisors Inc
OK 0.6
Terms | Privacy | Guide
tony@aum13f.com