OPAL ADVISORS
  • OPAL ADVISORS
  • N/A
  • OPAL ADVISORS, LLC

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 05/12/2025
Other registrations (15)
Former registrations

OPAL ADVISORS, LLC

ADV Location BELLEVUE, WA, United States
Contact Info 425 xxxxxxx
Websites
AUM* 174,028,405 43%
of that, discretionary 165,747,344 44%
Number of Employees 6 50%
of those in investment advisory functions 5 67%
Private Fund GAV* 2,654,403 139%
Avg Account Size 456,767 29%
% High Net Worth 31.75% 25%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

166M 142M 118M 95M 71M 47M 24M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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