Opulentia, LLC

Overview

Opulentia, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines investment management with financial planning and educational services, and also functions as an insurance broker. Its advisory services include portfolio management for individuals and small businesses, preparation of periodicals or newsletters, and delivery of seminars or workshops. Opulentia charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

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Location & Offices