OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FREMONT, California
CRD number
332362
Registered since
July 23, 2024

Firm profile

FINTRX

Overview

Open Family Office (Ofo) Wealth Management LLC operates as a limited liability company focusing primarily on real estate brokerage. While the firm does not have a registered year with the SEC or a defined client base, it is structured as a domestic entity owned by individuals. The firm does not classify itself as a capital allocator or pension consultant, and it does not engage in active ESG investing. Its business activities are primarily centered around real estate, indicating a strong inclination towards property-related investments.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • Wang Lin

    ManagerCRD 7956416

  • Xinbo Wang

    Founder & Managing PartnerCRD 7951773

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FREMONT, CA

ALAMEDA

Location

FREMONT, CA

Headquartered in FREMONT, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
3424 Wyndham Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth