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Opal Advisors, LLC

EST. AUM
$174,028,405

CONTACTS
5

CLIENT ACCOUNTS
381

Firm Details

Metro area Seattle
CRD Number 164014
Website opaladvisors.com
Client types

Overview

Opal Advisors, LLC is a privately held registered investment adviser based in Bellevue, Washington. The firm offers comprehensive wealth management and financial advisory services, leveraging decades of experience in personal and business finance. In addition to serving individual clients, Opal serves as general partner of Opal Capital Partners, LP—a value‑strategy hedge fund focusing on a long/short equities approach—and provides discretionary advisory services to Sheppard Wealth Management, LLC.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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