OPES Wealth Management LLC
Legal Name: OPES WEALTH MANAGEMENT, LLC
Full Contact Details
OPES Wealth Management LLC
19330 STEVENS CREEK BOULEVARD, CUPERTINO, CA
408-831-5804
866-414-6176
Other Info
OPES Wealth Management LLC, a California Limited Liability Company, is a successful financial services firm that currently has 8 employees, of whom 6 are in advisory positions. Their number of clients is undisclosed, but they have been approved and registered by the U.S. Securities and Exchange Commission since December 14, 2018.
Opes Wealth | Wealth Management Services | Home Page
Opes Wealth is a financial advisory firm with wealth management services designed to help clients make effective financial decisions for life.
Direct Owners
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DAVID FORREST FIRTH
VP CLIENT SERVICES owns less than 5%
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ERIN MICHAEL WHALEN
CO-PRESIDENT owns more than 25% but less than 50%
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MARK TOWNSEND DUVALL
CHIEF INVESTMENT OFFICER, CO-PRESIDENT owns more than 25% but less than 50%
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SUSAN KAY MCHAN
PARTNER owns more than 5% but less than 10%
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UNESA MIGUEL
CHIEF COMPLIANCE OFFICER owns less than 5%