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David Forrest Firth

OPES WEALTH MANAGEMENT, LLC·CUPERTINO, California
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19330 STEVENS CREEK BOULEVARD, CUPERTINO, CA 95014CRD# 4331941Firm CRD# 299704
01

About

David Forrest Firth is a registered financial advisor based in CUPERTINO, California, affiliated with OPES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OPES WEALTH MANAGEMENT, LLC
OPES WEALTH MANAGEMENT, LLC
AUM
$590M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OPES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4331941
Firm CRD# 299704
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Forrest Firth offer?
David Forrest Firth specializes in Financial Planning, Investment Management. Contact their office in CUPERTINO, California for a consultation.
What are David Forrest Firth's credentials?
David Forrest Firth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Forrest Firth located?
David Forrest Firth is based in CUPERTINO, California, working with OPES WEALTH MANAGEMENT, LLC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does David Forrest Firth charge for services?
David Forrest Firth's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPES WEALTH MANAGEMENT, LLC?
OPES WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $590M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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