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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNO, JAMIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNO, JAMIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNO, JAMIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNO, JAMIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bruno, Jamie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bruno, Jamie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN, KATHERINE, MARY | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN-STAHL, KATHERINE, MARY | I | MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| DEAN-STAHL, KATHERINE, MARY | I | MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| GIORDANO, JESSE, JAMES | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| KORN, LEE, A | I | MANAGING MEMBER AND PRINCIPAL | C | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | B | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER | A | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER | A | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER | A | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER | A | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER | A | Control |
| Clasen, Christopher, H | I | CHIEF OPERATING OFFICER | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
| FILOSA, JOSEPH, NINO | I | MANAGING MEMBER AND PRINCIPAL | A | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (14)
CA CT FL MA MD NC NH NJ NY PA SC TN TX VA
Address
2 JERICHO PLAZASUITE 208
JERICHO, NY 11753
United States
Phone: 516-388-7980