| Name | Title | Ownership | Since |
|---|---|---|---|
| Erin Michael Whalen Control | Co-President | 25-50% | 2018 |
| Louis Lawrence Odette Control | Chief Investment Officer | 5-10% | 2024 |
| Mark Townsend Duvall Control | Co-President | 25-50% | 2018 |
Opes Wealth Management, LLC reports $664.7 million in regulatory assets under management on its Form ADV.
Opes Wealth Management, LLC reports 9 employees.
Opes Wealth Management, LLC is based in Menlo Park, CA and has been SEC-registered since 2018.
Opes Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 535 Middlefield Road, Suite 160, Menlo Park, CA 94025 |
| Phone | 408-831-5800 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1766918 |
| Discloses disciplinary history | No |
| Discretionary | $664.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $664.7M |