OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC
  • OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC

Adviser Profile

As of Date 05/28/2025
Registration SEC, ERA - Active, 07/23/2024
Other registrations (1)
ADV Location FREMONT, CA, United States
Contact Info 650 xxxxxxx
Exempt Reporting Adviser

2B(2)- PF<150mn Qualify for the exemption from registration because you act solely as an adviser to private funds and have assets under management, as defined in rule 203(m)-1, in the United States of less than $150 million

Private Fund GAV* 27,270,000
SMA’s No
Private Funds 6

Private Funds

Employees

Private Funds Structure

Count GAV
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