OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- FREMONT, California
- CRD number
- 332362
- Registered since
- July 23, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Wang Lin
ManagerCRD 7956416
Xinbo Wang
Founder & Managing PartnerCRD 7951773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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