Unclaimed Profile

Mark Townsend Duvall

OPES WEALTH MANAGEMENT, LLC·MENLO PARK, California

Series 4, Series 7, Series 12, Series 24, Series 53, Series 63, Series 65CFA27 years registeredOPES WEALTH MANAGEMENT, LLC

535 MIDDLEFIELD ROAD, MENLO PARK, CA 94025CRD# 2432588Firm CRD# 299704

Profile Verification

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

Identity

Mark Townsend Duvall · MENLO PARK, CA

Registration

CRD #2432588 · OPES WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Jun 2026 – present

OPES WEALTH MANAGEMENT, LLC

Jan 2019 – present

OPES ADVISORS, INC.

Apr 2005 – Jun 2017

PALO ALTO, CA

WELLS FARGO INVESTMENTS, LLC

Jan 1999 – Mar 2005

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 12

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · January 11, 1999

Years registered · 27

Professional designation · CFA

Disclosure History

2001Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Mark Townsend Duvall offer?

Mark Townsend Duvall specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are Mark Townsend Duvall's credentials?

Mark Townsend Duvall holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Townsend Duvall located?

Mark Townsend Duvall 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 Mark Townsend Duvall charge for services?

Mark Townsend Duvall'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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