Opes Wealth Management, LLC

Opes Wealth Management, LLC (CRD# 299704) is a financial advisory firm headquartered in Menlo Park, CA. They manage $589,916,182 in 364 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    590
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $1,620,649
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Opes Wealth Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Andrew K. Block
CRD#: 5245244
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Andrew Block (CRD# 5245244) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 17 years of experience in the finance industry.

2
Scott L. Chase
CRD#: 6297887
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Scott Chase (CRD# 6297887) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 9 years of experience in the finance industry.

3
Mark T. Duvall
CRD#: 2432588
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Mark Duvall (CRD# 2432588) is the Chief Investment Officer working at Opes Advisors in Cupertino & Palo Alto, CA and has over 25 years of experience in the finance industry. Opes Advisors works with clients on their entire balance sheet, planning to take care of longevity needs and investing in stocks, bonds, alternatives, and real estate to generate the growth and income individual clients need.

4
Michael J. Gallagher
CRD#: 6302939
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Michael Gallagher (CRD# 6302939) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 2 years of experience in the finance industry.

5
Nicola R. James
CRD#: 1787585
19330 Stevens Creek Blvd, Cupertino, CA 95014

Nicola James (CRD# 1787585) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Cupertino, CA and has over 11 years of experience in the finance industry.

6
Hwangmin Ki
CRD#: 5710070
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Hwangmin Ki (CRD# 5710070) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.

7
Steven M. Papapietro
CRD#: 6361184
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Steven Papapietro (CRD# 6361184) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 8 years of experience in the finance industry.

8
Theodore Rossi
CRD#: 2777409
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Theodore Rossi (CRD# 2777409) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.

9
David A. Savage
CRD#: 2443187
146 Clear Creek Drive, Suite 101, Ashland, OR 97520
David Savage (CRD# 2443187) is an Investment Advisor Representative working at Savage And Company Wealth Management, LLC in Ashland, OR and has over 22 years of experience in the finance industry. David Savage has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
10
Jeffrey T. Smith
CRD#: 4962007
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Jeffrey Smith (CRD# 4962007) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 18 years of experience in the finance industry.

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