Opal Wealth Advisors, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$654M
53% of AUM
Avg account
$514K
Accounts
2,411
Employees
20
Advisory reps
12

Firm details

Headquarters
Jericho, New York
CRD number
289759
Registered since
November 1, 2018
Website
opalwealthadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.23%
  • Charitable Organizations10.79%
  • Individuals10.69%
  • Corporations / Businesses3.29%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Opal Wealth Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2018. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, and educational workshops. Opal charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm presents itself as a capital allocator and identifies as an active ESG investor. Opal has been recognized by Forbes on its RIA lists in both 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Private Funds 10%, Exchange Traded Equities 9%, State & Local Bonds 6%, US Government Bonds 3%, Cash & Cash Equivalents 3%69%
  • Public Funds/Mutual Funds69%
  • Private Funds10%
  • Exchange Traded Equities9%
  • State & Local Bonds6%
  • US Government Bonds3%

Owners & executives

2 of 2

  • Jamie Bruno

    Chief Compliance OfficerCRD 4989557

  • Christopher Clasen

    Christopher Clasen

    Chief Operating OfficerCRD 2900933

Contacts

3 of 10
  • Chelsea Barrows

    Chelsea Barrows

    Financial AdvisorCRD 5951286

  • Lee Korn

    Lee Korn

    Financial Advisor & PrincipalCRD 2944142

  • Jesse Giordano

    Jesse Giordano

    Principal & Financial AdvisorCRD 4763193

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 108

Active vs passive

$404M in ETFs

Passive

47%

$190M

Active

42%

$214M

ETFProviderStyleCategoryValueShares% of portfolio
PUTNAM FOCUSED LARGE CAP VALUE ETF (PVAL)ActiveLarge Value$79.6M1,562,61419.70%
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Location

Primary office

Jericho, NY

Nassau

Location

Jericho, NY

Headquartered in Jericho, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
2 Jericho Plz
Time zone
ET (UTC-5)
Office locations

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