A complete list of active advisors currently associated with Opal Wealth Advisors, LLC
Warmer can help you find a great advisor at Opal Wealth Advisors, LLC or one who fits your needs even better.
Opal Wealth Advisors is a team‑based registered investment adviser that serves individuals and families, high‑net‑worth clients, and retirement plans with comprehensive financial planning, consulting, and discretionary and non‑discretionary portfolio management. The firm oversees roughly $1.24 billion in client assets and includes services such as ERISA and 401(k) consulting, manager due diligence, access to private funds and held‑away asset reporting as part of its wealth‑management engagements. The firm typically tailors portfolios to client objectives by allocating among mutual funds, ETFs, bonds and independent managers accessed via UMA platforms (including Envestnet), and it maintains a broad lineup of proprietary model strategies (Executive, Premier, ETF, Income, ESG and Enhanced Cash series) combined with ongoing manager due diligence. Opal also discloses the use of artificial intelligence tools under a formal policy to augment research and reporting while retaining human oversight for investment decisions. What distinguishes Opal from many peer team firms is its external outreach and disclosure practices: the firm’s advertising materials include client endorsements and testimonials, it advertises third‑party ratings, and it regularly offers educational seminars and workshops — features that are uncommon among similarly sized teams. The brochure also discloses several affiliated and referral arrangements (an affiliated insurance agency, representatives registered with a broker‑dealer who may execute trade‑away transactions, and sponsored client events), and documents policies and disclosures intended to manage the resulting conflicts of interest.
To learn more about the advisors currently working at Opal Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Opal Wealth Advisors, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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