Opulent Strategies, LLC

Overview

Opulent Strategies, LLC is a small, fee-based advisory boutique that focuses on portfolio management for individuals and small businesses while also serving some institutional clients. The firm charges a combination of asset-based fees and performance-linked fees, which suggests a willingness to employ outcome-driven strategies alongside traditional account management. Its asset mix and custodian choice point to a pragmatic, execution-focused approach: a sizable portion of client capital sits in cash and equivalents, while custody at Interactive Brokers implies regular use of liquid public markets, ETFs and potentially traded derivatives for tactical exposures or trading efficiency. Given the firm’s scale and client profile, investment work appears centered on tailored, discretionary management rather than large-model institutional mandates. The presence of performance-based compensation indicates the firm may pursue active, return-seeking strategies for certain accounts rather than only passive, benchmarked management. Advisory activity is explicitly aimed at individual and small-business clients, which typically translates into direct portfolio oversight, individualized allocations and hands-on rebalancing.

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Location & Offices