Opes Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated March 26, 2026, reports $822M in regulatory assets under management, 8 employees, 1 office, and 420 accounts.
Assets Under Management
$822M
Employees
8
Offices
1 office
Total Clients
420
Primary office
MENLO PARK, CA
535 MIDDLEFIELD ROAD, SUITE 160, MENLO PARK, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.2% of total clients.
Top client categories% of clientsClients
1
HNWI
51.2%
215
2
Individuals
48.6%
204
3
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$822Mas of March 26, 2026
Discretionary100.0%
$822M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$822M
Total Accounts420
10Y AUM Change+$822M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee53:1
10Y Employee Change-13 (-61.9%)
* 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.