OPES WEALTH MANAGEMENT, LLC
Tel: 408-831-5800 535 Middlefield Road Suite 160 Menlo Park, California 94025
About OPES WEALTH MANAGEMENT, LLC
OPES WEALTH MANAGEMENT, LLC is a Menlo Park, California based financial advisory firm with nearly $589,916,182 in assets under management and provides investment advisory services for 364 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
299704
Firm SEC#:
801-114436
Assets Under Management:
$589,916,182
No. of Clients:
364
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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