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 |
|---|---|---|
Hunt Valley, MD
| 25
| |
Huntvilley, MD
| 4
| |
Hunt Valley, MD
| 2
|
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.
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")