OPAL WEALTH ADVISORS, LLC
CRD #289759 SEC #801-114223 JERICHO, NY 516-388-7980
SEC Registered
Total AUM
$1B
Discretionary
$547.8M
Employees
17
Clients
--
Accounts
2,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1B | $547.8M | $481.4M | 17 | 8 |
| Jul 2025 | $1B | $547.8M | $481.4M | 17 | 8 |
| Jul 2025 | $1B | $547.8M | $481.4M | 17 | 8 |
| Jun 2025 | $1B | $547.8M | $481.4M | 17 | 8 |
| May 2025 | $1B | $547.8M | $481.4M | 17 | 8 |
| May 2025 | $1B | $547.8M | $481.4M | 17 | 8 |
| Mar 2025 | $1B | $547.8M | $481.4M | 17 | 8 |
| Mar 2025 | $1B | $547.8M | $481.4M | 17 | 8 |
| Mar 2024 | $825.9M | $560.4M | $265.5M | 16 | 24 |
| Mar 2024 | $825.9M | $560.4M | $265.5M | 16 | 24 |
| Feb 2024 | $633.1M | $456.8M | $176.3M | 15 | 13 |
| Dec 2023 | $633.1M | $456.8M | $176.3M | 15 | 13 |
| Mar 2023 | $633.1M | $456.8M | $176.3M | 15 | 13 |
| Mar 2023 | $633.1M | $456.8M | $176.3M | 15 | 13 |
| Dec 2022 | $674.2M | $527.9M | $146.3M | 13 | 11 |
| Nov 2022 | $674.2M | $527.9M | $146.3M | 13 | 11 |
| Nov 2022 | $674.2M | $527.9M | $146.3M | 13 | 11 |
| Nov 2022 | $674.2M | $527.9M | $146.3M | 13 | 11 |
| Mar 2022 | $674.2M | $527.9M | $146.3M | 13 | 11 |
| Mar 2022 | $674.2M | $527.9M | $146.3M | 13 | 11 |
| Mar 2022 | $674.2M | $527.9M | $146.3M | 13 | 11 |
| Jun 2021 | $472.2M | $414.1M | $58.1M | 9 | 4 |
| Mar 2021 | $472.2M | $414.1M | $58.1M | 9 | 4 |
| May 2020 | $401.7M | $319.5M | $82.2M | 8 | 3 |
| Mar 2020 | $401.7M | $319.5M | $82.2M | 8 | 3 |
| Dec 2019 | $356.7M | $356.7M | $0 | 8 | 0 |
| Oct 2019 | $356.7M | $356.7M | $0 | 8 | 0 |
| Jun 2019 | $356.7M | $356.7M | $0 | 8 | 0 |
| May 2019 | $356.7M | $356.7M | $0 | 8 | 0 |
| Mar 2019 | $356.7M | $356.7M | $0 | 8 | 0 |
| Mar 2019 | $289.5M | $289.5M | $0 | 7 | 0 |
| Jan 2019 | $0 | $0 | $0 | 7 | 0 |
| Oct 2018 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$1B
Discretionary$547.8M
Non-Disc.$481.4M
Employees17
Clients8
DateJul 2025
Total AUM$1B
Discretionary$547.8M
Non-Disc.$481.4M
Employees17
Clients8
DateJul 2025
Total AUM$1B
Discretionary$547.8M
Non-Disc.$481.4M
Employees17
Clients8
DateJun 2025
Total AUM$1B
Discretionary$547.8M
Non-Disc.$481.4M
Employees17
Clients8
DateMay 2025
Total AUM$1B
Discretionary$547.8M
Non-Disc.$481.4M
Employees17
Clients8
DateMay 2025
Total AUM$1B
Discretionary$547.8M
Non-Disc.$481.4M
Employees17
Clients8
DateMar 2025
Total AUM$1B
Discretionary$547.8M
Non-Disc.$481.4M
Employees17
Clients8
DateMar 2025
Total AUM$1B
Discretionary$547.8M
Non-Disc.$481.4M
Employees17
Clients8
DateMar 2024
Total AUM$825.9M
Discretionary$560.4M
Non-Disc.$265.5M
Employees16
Clients24
DateMar 2024
Total AUM$825.9M
Discretionary$560.4M
Non-Disc.$265.5M
Employees16
Clients24
DateFeb 2024
Total AUM$633.1M
Discretionary$456.8M
Non-Disc.$176.3M
Employees15
Clients13
DateDec 2023
Total AUM$633.1M
Discretionary$456.8M
Non-Disc.$176.3M
Employees15
Clients13
DateMar 2023
Total AUM$633.1M
Discretionary$456.8M
Non-Disc.$176.3M
Employees15
Clients13
DateMar 2023
Total AUM$633.1M
Discretionary$456.8M
Non-Disc.$176.3M
Employees15
Clients13
DateDec 2022
Total AUM$674.2M
Discretionary$527.9M
Non-Disc.$146.3M
Employees13
Clients11
DateNov 2022
Total AUM$674.2M
Discretionary$527.9M
Non-Disc.$146.3M
Employees13
Clients11
DateNov 2022
Total AUM$674.2M
Discretionary$527.9M
Non-Disc.$146.3M
Employees13
Clients11
DateNov 2022
Total AUM$674.2M
Discretionary$527.9M
Non-Disc.$146.3M
Employees13
Clients11
DateMar 2022
Total AUM$674.2M
Discretionary$527.9M
Non-Disc.$146.3M
Employees13
Clients11
DateMar 2022
Total AUM$674.2M
Discretionary$527.9M
Non-Disc.$146.3M
Employees13
Clients11
DateMar 2022
Total AUM$674.2M
Discretionary$527.9M
Non-Disc.$146.3M
Employees13
Clients11
DateJun 2021
Total AUM$472.2M
Discretionary$414.1M
Non-Disc.$58.1M
Employees9
Clients4
DateMar 2021
Total AUM$472.2M
Discretionary$414.1M
Non-Disc.$58.1M
Employees9
Clients4
DateMay 2020
Total AUM$401.7M
Discretionary$319.5M
Non-Disc.$82.2M
Employees8
Clients3
DateMar 2020
Total AUM$401.7M
Discretionary$319.5M
Non-Disc.$82.2M
Employees8
Clients3
DateDec 2019
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2019
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0