RIA Intelligence

OPAL ADVISORS, LLC

Legal name: OPAL ADVISORS

CRD #164014 SEC #801-132775 BELLEVUE, WA 425-835-3276
SEC Registered Private Funds
Total AUM
$121.5M
Discretionary
$115.4M
Employees
4
Clients
--
Accounts
344

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HUA, JAMES, PHUCIPRINCIPALE Control
HUA, JAMES, PHUCIPRINCIPALE Control
Ly, Bao, GiaICHIEF COMPLIANCE OFFICERB Control
Ly, Bao, GiaICHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
May 21, 2025 REGISTERED

Notice Filings (5)

CA ID OR TX WA

Address

3150 RICHARDS ROAD
SUITE 240
BELLEVUE, WA 98005
United States
Phone: 425-835-3276