O
Opulent Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$390,328
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
12% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$22,960
About
Opulent Strategies provides discretionary portfolio management to individuals, high‑net‑worth clients, and small business/corporate accounts through individually managed accounts at brokerage custodians. Services are tailored to client objectives and documented in a written investment policy that can specify option types and targeted return levels.
The firm’s core approach emphasizes generating monthly cash flow by selling index and equity options, primarily through credit put and call spreads with weekly, monthly, or quarter‑ending expirations, and generally returning to cash at monthly expirations. Investment decisions use technical analysis and real‑time execution on a block trading platform (Opulent IMA), with monthly accounting that aligns with the options cycle and ongoing position adjustments for risk management.
Compared with many independent solo RIAs, Opulent Strategies employs derivatives inside separately managed accounts and uses performance‑based fee arrangements for qualified clients—both features that are statistically uncommon among peers. The firm also accepts corporate or business clients in addition to individuals and discloses procedures intended to mitigate conflicts related to incentive fees and to allocate trading opportunities fairly across a small, closely managed client base.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Performance fee based on capital gains exceeding a profit threshold for Qualified Clients, negotiated individually.
Account minimum: $100,000 for new non-accredited clients; $300,000 for new Qualified clients (waivable)
Main office location
Opulent Strategies, LLC
Saratoga CA, United States
Number of offices
1
Most active in
Opulent Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")