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Louis Lawrence Odette

Chief Investment OfficerOpes Wealth Management, LLCCRD 5849828

About Louis Lawrence Odette

Louis Lawrence Odette is listed as Chief Investment Officer at Opes Wealth Management, LLC in Menlo Park, CA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Opes Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Louis Lawrence Odette work?

Louis Lawrence Odette is listed as Chief Investment Officer at Opes Wealth Management, LLC on SEC Form ADV.

How much of Opes Wealth Management, LLC does Louis Lawrence Odette own?

Form ADV reports a beneficial ownership band of 5-10%.

Opes Wealth Management, LLC

TitleChief Investment Officer
Ownership5-10%
Control personYes
Since2024