Unclaimed Profile

Erin Michael Whalen

OPES WEALTH MANAGEMENT, LLC·MENLO PARK, California

Clean recordOPES WEALTH MANAGEMENT, LLC

535 MIDDLEFIELD ROAD, MENLO PARK, CA 94025CRD# 4866543Firm CRD# 299704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erin Michael Whalen · MENLO PARK, CA

Registration

CRD #4866543 · OPES WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erin Michael Whalen is a registered financial advisor based in MENLO PARK, California, affiliated with OPES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OPES WEALTH MANAGEMENT, LLC

AUM

$590M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPES WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4866543

Firm CRD# 299704

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erin Michael Whalen offer?

Erin Michael Whalen specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are Erin Michael Whalen's credentials?

Erin Michael Whalen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erin Michael Whalen located?

Erin Michael Whalen is based in MENLO PARK, California, working with OPES WEALTH MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Erin Michael Whalen charge for services?

Erin Michael Whalen'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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