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CAFR Data

OPES Wealth Management LLC ✚
CRD #	299704
SEC #	801-114436
CIK #
AUM	$387.3 MM (100% Disc, 100% US)
Employees	8 (75% Investors, 0% Brokers)
Phone	408-831-5804
Address	19330 Stevens Creek Boulevard Cupertino, CA 95014
Source	IAPD Website

Total AUM ($BB)

Comparable Firms	State	AUM ($BB)
Hartline Investment Corp ✚	IL	0.4
Buttonwood Financial Group LLC ✚	MO	0.4
Seamount Financial Group Inc ✚	CO	0.4
Titus Wealth Management ✚	CA	0.4
Mps-Loria Financial Planners LLC ✚	IL	0.4
Panoramika Advisors Inc ✚	FL	0.4
Goodman Financial Corporation ✚	TX	0.4
Financial Management Inc ✚	WA	0.4
James R Martin Consulting Inc ✚	WA	0.4
Amerant Investments Inc ✚	FL	0.4

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