Universe · entity

OPES WEALTH MANAGEMENT, LLC

RIA / family office (Form ADV) · CRD 299704
Form ADV profile

AUM: $822M

Location: MENLO PARK, CA

Disclosure:

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.