OPES WEALTH MANAGEMENT, LLC
CRD #299704 SEC #801-114436 MENLO PARK, CA 408-831-5800
SEC Registered
Total AUM
$664.7M
Discretionary
$664.7M
Employees
9
Clients
10
Accounts
387
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $664.7M | $664.7M | $0 | 9 | 0 |
| Jul 2025 | $664.7M | $664.7M | $0 | 9 | 0 |
| Apr 2025 | $664.7M | $664.7M | $0 | 9 | 0 |
| Apr 2025 | $664.7M | $664.7M | $0 | 9 | 0 |
| Mar 2025 | $664.7M | $664.7M | $0 | 9 | 0 |
| Apr 2024 | $589.9M | $589.9M | $0 | 9 | 0 |
| Mar 2024 | $589.9M | $589.9M | $0 | 9 | 0 |
| Sep 2023 | $473.6M | $473.6M | $0 | 8 | 0 |
| May 2023 | $473.6M | $473.6M | $0 | 8 | 0 |
| Mar 2023 | $473.6M | $473.6M | $0 | 8 | 0 |
| Jan 2023 | $508.7M | $508.7M | $0 | 7 | 0 |
| Apr 2022 | $508.7M | $508.7M | $0 | 7 | 0 |
| Mar 2022 | $508.7M | $508.7M | $0 | 7 | 0 |
| Jan 2022 | $426.5M | $426.5M | $0 | 7 | 0 |
| Apr 2021 | $426.5M | $426.5M | $0 | 7 | 0 |
| Mar 2021 | $426.5M | $426.5M | $0 | 7 | 0 |
| Jul 2020 | $411.6M | $411.6M | $0 | 8 | 0 |
| Jun 2020 | $411.6M | $411.6M | $0 | 8 | 0 |
| Mar 2020 | $411.6M | $411.6M | $0 | 8 | 0 |
| Sep 2019 | $387.3M | $387.3M | $0 | 8 | 0 |
| Mar 2019 | $387.3M | $387.3M | $0 | 8 | 0 |
| Feb 2019 | $0 | $0 | $0 | 21 | 0 |
| Dec 2018 | $0 | $0 | $0 | 21 | 0 |
| Nov 2018 | $0 | $0 | $0 | 21 | 0 |
DateAug 2025
Total AUM$664.7M
Discretionary$664.7M
Non-Disc.$0
Employees9
Clients0
DateJul 2025
Total AUM$664.7M
Discretionary$664.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2025
Total AUM$664.7M
Discretionary$664.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2025
Total AUM$664.7M
Discretionary$664.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$664.7M
Discretionary$664.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2024
Total AUM$589.9M
Discretionary$589.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$589.9M
Discretionary$589.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$473.6M
Discretionary$473.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2023
Total AUM$473.6M
Discretionary$473.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$473.6M
Discretionary$473.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$426.5M
Discretionary$426.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$426.5M
Discretionary$426.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$426.5M
Discretionary$426.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$411.6M
Discretionary$411.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$411.6M
Discretionary$411.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$411.6M
Discretionary$411.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2019
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees21
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees21
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees21
Clients0