OPES Wealth Management LLC

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Assets, Funds, Holdings

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OPES Wealth Management LLC
CRD #299704
SEC #801-114436
CIK #
AUM $387.3 MM (100% Disc, 100% US)
Employees8 (75% Investors, 0% Brokers)
Phone408-831-5804
Address19330 Stevens Creek Boulevard
Cupertino, CA 95014
Source IAPDexternal Websiteexternal
Total AUM ($BB)
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