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).
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Total Assets Under Management590MILLION
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Total Number of Accounts364ACCOUNTS
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Average Account Value$1,620,649
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.