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).

Current Firm Details
535 Middlefield Road, Suite 160, Menlo Park, CA 94025
https://www.linkedin.com/company/opes-wealth-management/
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 11 - 16 of 16 top financial advisors.
11
Nolan Solano, financial advisor Menlo Park CA
Nolan E. Solano
CRD#: 4156211
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Nolan Solano (CRD# 4156211) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 23 years of experience in the finance industry.

12
Tracie Southerland, financial advisor Palo Alto CA
Tracie L. Southerland
CRD#: 1376311
2875 El Camino Real, Palo Alto, CA 94306

Tracie Southerland (CRD# 1376311) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Palo Alto, CA and has over 38 years of experience in the finance industry.

13
Cynthia Stanford, financial advisor Menlo Park CA
Cynthia J. Stanford
CRD#: 5383222
535 Middlefield Rd #160, Menlo Park, CA 94025

Cynthia Stanford (CRD# 5383222) 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.

14
Ann Timoney, financial advisor Los Gatos CA
Ann R. Timoney
CRD#: 4956021
750 University Ave, Suite 275, Los Gatos, CA 95032

Ann Timoney (CRD# 4956021) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Los Gatos, CA and has over 17 years of experience in the finance industry.

15
Erin Whalen, financial advisor Menlo Park CA
Erin M. Whalen
CRD#: 4866543
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Erin Whalen (CRD# 4866543) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 19 years of experience in the finance industry.

16
Louis Odette, financial advisor Menlo Park CA
Louis L. Odette
CRD#: 5849828
535 Middlefield Road, Suite 160, Menlo Park, CA 94025

Louis Odette (CRD# 5849828) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 13 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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