| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher H Clasen Control | Chief Operating Officer | 5-10% | 2021 |
| Jamie Ann Bruno Control | Chief Compliance Officer | Under 5% | 2025 |
| Jesse James Giordano Control | Managing Member And Principal | 25-50% | 2019 |
Opal Wealth Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.
Opal Wealth Advisors, LLC reports 17 employees.
Opal Wealth Advisors, LLC is based in Jericho, NY and has been SEC-registered since 2018.
Opal Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2 Jericho Plaza, Suite 208, Jericho, NY 11753 |
| Phone | 516-388-7980 |
| Fax | 516-388-7968 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1844201 |
| Discloses disciplinary history | No |
| Discretionary | $547.8M |
| Non-discretionary | $481.4M |
| Total (RAUM) | $1.03B |