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Building 2OPES WEALTH MANAGEMENT, LLC

Map pinMENLO PARK, CA
Phone408-831-5800
NotebookSEC #801-114436
Total AUM
$822.3M
Employees
8
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 MIDDLEFIELD ROAD
SUITE 160
MENLO PARK
CA 94025
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
408-831-5800
Other Offices
1

ReceiptFinancials

Total AUM
$822.3M
Accounts
420
Discretionary
$822.3M
Accounts
420
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
204
AUM
$86.8M
HNW Individual Clients
215
AUM
$730.2M
Corporation or Business Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOHINEORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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