Unclaimed Profile

Louis Lawrence Odette

OPES WEALTH MANAGEMENT, LLC·MENLO PARK, California

Clean recordOPES 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Louis Lawrence Odette 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# 5849828

Firm CRD# 299704

View on FINRA BrokerCheck →

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

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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