Opes Wealth Management, LLC

CRD 299704 · Menlo Park, CA · $822.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299704
SEC number: 801-114436
Firm type: RIA
Assets under management: $822.3M as of May 5, 2026
Website: www.youtube.com/@OpesWealth ↗
Phone: 408-831-5800
Address: 535 Middlefield Road, Menlo Park, CA, 94025

Advisors at this firm

9 in our index · page 1 of 1

Michael Joseph GallagherCRD 6302939 · Menlo Park, CA

IA Registered
Nicola Revel JamesCRD 1787585 · Menlo Park, CA

IA Registered
Hwangmin KiCRD 5710070 · Menlo Park, CA

IA Registered
Theodore RossiCRD 2777409 · Menlo Park, CA

IA Registered
David Adair SavageCRD 2443187 · San Diego, CA

IA Registered

Disclosure event(s) on record
Jeffrey Taylor SmithCRD 4962007 · Menlo Park, CA

IA Registered
Nolan Eric SolanoCRD 4156211 · Menlo Park, CA

IA Registered
Ann Robinson TimoneyCRD 4956021 · Menlo Park, CA

IA Registered
Calvin Sinclair WebsterCRD 7906463 · Menlo Park, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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