A complete list of active advisors currently associated with Opulentia, LLC

Warmer can help you find a great advisor at Opulentia, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Opulentia, 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
Nicolas Abrams	Hunt Valley, MD	26
Delante Greer	Huntvilley, MD	4
Jasmine Lamont	Hunt Valley, MD	3

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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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