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Opes Wealth Management

EST. AUM
$822,283,010

CONTACTS
2

CLIENT ACCOUNTS
420

Firm Details

Metro area San Francisco
CRD Number 299704
Website opeswealth.com
Client types

Overview

June 30, 2026: EP Wealth Advisors Acquires Menlo Park-Based Opes Wealth Management Opes Wealth Management is a financial advisory firm with wealth management services designed to help clients make effective financial decisions that support their lifestyle today and produce a satisfying future. Our Wealth Advisors focus on each client’s entire balance sheet – liquid investable assets, non-liquid investments, real estate, all debts – and guide clients through “architecting” a more effective balance sheet.

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Alternative Activity

Address

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

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