Unclaimed Profile

Louis Lawrence Odette

OPES WEALTH MANAGEMENT, LLC·MENLO PARK, California

SIE, Series 7, Series 63, Series 87CFAClean record5 years registeredOPES WEALTH MANAGEMENT, LLC

535 MIDDLEFIELD ROAD, MENLO PARK, CA 94025CRD# 5849828Firm CRD# 299704

Profile Verification

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

Identity

Louis Lawrence Odette · MENLO PARK, CA

Registration

CRD #5849828 · OPES WEALTH MANAGEMENT, LLC · 5 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Jun 2026 – present

OPES WEALTH MANAGEMENT, LLC

Jan 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 87

Registration record

First registered · January 12, 2021

Years registered · 5

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPES WEALTH MANAGEMENT, LLC

CRD 299704 · SEC 801-114436

AUM

$590M

Regulatory assets under management

Employees

364 client accounts

Services offered by OPES WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPES WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Louis Lawrence Odette offer?

Louis Lawrence Odette specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are Louis Lawrence Odette's credentials?

Louis Lawrence Odette holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Louis Lawrence Odette located?

Louis Lawrence Odette 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 Louis Lawrence Odette charge for services?

Louis Lawrence Odette'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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