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Opes Wealth Management LLC
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CRD # | 299704 |
SEC # | 801-114436 |
CIK # | 0001766918 |
AUM | $589.9 MM (2024-03-14) |
Employees | 9 (56% Investors, 0% Brokers) |
Phone | 408-831-5800 |
Address | 535 Middlefield Road Menlo Park, CA 94025 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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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 |