OPES WEALTH MANAGEMENT LLC

https://www.opeswealth.com CUPERTINO, CA Investment Advisor How do I update this listing?

Opes Wealth Management is based out of Cupertino. Opes Wealth Management is a large advisory firm with 286 clients and discretionary assets under management (AUM) of $387,345,822 (Form ADV from 2019-03-28). Their last reported 13F filing for Q1 2019 included $136,841,000 in managed 13F securities and a top 10 holdings concentration of 68.33%. Opes Wealth Management's largest holding is Schwab Fundamental International Large Company Index ETF with shares held of 652,764. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.05%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

OPES WEALTH MANAGEMENT, LLC
19330 STEVENS CREEK BOULEVARD
CUPERTINO CA    95014
Country: United States

Business Phone: 408-831-5804
Fax: 866-414-6176
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 12,639,300
Total Number of Clients: 286
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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