A complete list of active advisors currently associated with Opulent Strategies, LLC
Warmer can help you find a great advisor at Opulent Strategies, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Opulent Strategies, 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.
Name |
Location |
Years of experience |
|---|---|---|
Saratoga, CA
| 21
|
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