Key facts
- OPAL WEALTH ADVISORS, LLC is a other based in JERICHO, NY.
- OPAL WEALTH ADVISORS, LLC reports $1.9M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 289759- Regulatory AUM
- $1.9M
- Private fund assets
- —
- Private funds
- —
- Staff
- 20
- Registered office
- JERICHO, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for OPAL WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is OPAL WEALTH ADVISORS, LLC's AUM?
- OPAL WEALTH ADVISORS, LLC manages approximately $1.9M in assets.