OPES WEALTH MANAGEMENT, LLC

MENLO PARK, California·6 registered advisors·CRD# 299704
SEC# 801-1144361408-831-5800
01

Firm Overview

AUM
$590M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OPES WEALTH MANAGEMENT, LLC

6 registered advisors
David Forrest Firth
CUPERTINO, California
Erin Michael Whalen
MENLO PARK, California
Louis Lawrence Odette
MENLO PARK, California
Mark Townsend Duvall
MENLO PARK, California
Susan Kay Mchan
MENLO PARK, California
Tracie Lynne Southerland
MENLO PARK, California
05

Office Locations

MENLO PARK, California
5 advisors
CUPERTINO, California
1 advisor

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Data sourced from SEC Form ADV filings. OPES WEALTH MANAGEMENT, LLC (CRD# 299704) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.