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Opes Wealth Management, Llc

There is no one-size-fits-all approach to effective wealth management. For the last 16 years we’ve been advising and guiding people just like you through complex scenarios in a way that results in peace, stability, excitement and confidence in their financial futures. At OPES Wealth, our approach is that of learning your story and your unique needs so that we can effectively guide you along the paths we have travelled with our clients many times before; guiding from the humility of wanting to help you live your most fulfilling life.

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HeadquartersMenlo Park, United StatesEmployees10(1 to 10)Annual revenue$50M to <$100MWebsiteopeswealth.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Opes Wealth Management, Llc

6 distinct titles indexed · top 6 shown.

  • 1chief compliance officer
  • 1client service associate
  • 1client services
  • 1finance specialist
  • 1honeywell
  • 1wealth advisor

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