Opulentia, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals (including high‑net‑worth clients), as well as trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm typically delivers services on a discretionary basis and structures advisory relationships around individualized investment objectives and risk tolerances.
The firm constructs customized portfolios using mutual funds, ETFs, and third‑party investment managers, and implements many client accounts through the AssetMark wrap platform and related privately managed or unified managed account solutions. Opulentia’s process emphasizes manager selection and model allocations provided by independent strategists, periodic monitoring, and at least quarterly reviews to align portfolios with client objectives.
Opulentia offers periodic newsletters and client educational seminars at no additional charge, a service offering that is uncommon among peers. The firm also discloses that certain supervised persons are licensed to sell insurance products and that an affiliated insurance entity and platform relationships provide marketing and practice‑support arrangements, creating potential conflicts that the firm says it addresses through disclosure and client choice.
Client services
Expertise
Fee options
Fixed fees typically ranging from $3,000 to $15,000 for financial planning
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
$300 to $450 per hour
Account minimum: $50,000 to $500,000 generally, depending on investment strategy (AssetMark Platform minimums) Fee-only: Fixed fees from $3,000 to $15,000 for financial planning; Hourly fees $300 to $450 per hour for complex cases
Main office
11350 McCormick Road Executive Plaza 1, Ste. 301
Hunt Valley MD 21031
Advisors at this office
3
Most active in
Illinois · Maryland · New York · North Carolina · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Nicolas A
CFP®, Series 66
Hunt Valley, MD
Opulentia, LLC
Nicolas Abrams is a CFP® with 26 years of industry experience, currently serving as an advisor at Opulentia, LLC since 2022. Prior to joining Opulentia, he worked at Ameritas Advisory Services for 13 years and has been associated with AJW Financial Partners, LLC for 17 years. Outside of his advisory roles, he is a real estate partner at Trocellus Enterprise, LLC. Opulentia, LLC provides wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and select corporate and retirement plan clients. The firm delivers discretionary investment management with customized portfolios that utilize mutual funds, ETFs, and third-party managers, supported by independent strategist models and regular portfolio reviews.
Jasmine L
Series 65
Hunt Valley, MD
Opulentia, LLC
Jasmine Lamont is a financial advisor at Opulentia, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at T. Rowe Price and the Bahá’í Atlantic Region. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm constructs customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection and regular portfolio reviews.
Delante G
Series 65
Huntvilley, MD
Opulentia, LLC
Delante Greer is a financial advisor at Opulentia, LLC with four years of industry experience. He holds a Series 65 designation and has worked at American General Life Insurance, GEMC LLC, and Diamond Residential Mortgage Company. Outside of his advisory role, he serves as a site coordinator for Ani Development Group. Opulentia provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm utilizes customized portfolios constructed with mutual funds, ETFs, and third-party managers, emphasizing regular monitoring and client reviews.
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