Opal Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jericho, NY. Its latest Form ADV filing, dated February 14, 2026, reports $1.2B in regulatory assets under management, 20 employees, and 2,411 accounts.
Assets Under Management
$1.2B
Employees
20
Offices
--
Total Clients
745
Primary office
JERICHO, NY
2 JERICHO PLAZA, SUITE 208, JERICHO, NY, United States
Top client segmentIndividuals represent 53.2% of total clients.
Top client categories% of clientsClients
1
Individuals
53.2%
396
2
HNWI
44.8%
334
3
Corporations
2.0%
15
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 14, 2026
Discretionary52.8%
$654M
53% of total RAUM52.8%
Non-discretionary47.2%
$585M
47% of total RAUM47.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts2,411
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee37:1
10Y Employee Change+19 (+1900.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.