Adviser Profile
| As of Date | 05/14/2025 |
| Registration status | Registration Changed to OPAL ADVISORS, LLC |
| ADV Location | BELLEVUE, WA, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 121,504,152 84% |
| of that, discretionary | 115,410,541 81% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 353,210 1% |
| % High Net Worth | 25.43% -28% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1