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OPT Wealth Management

EST. AUM
$260,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website optwealthmanagement.com
Client types

Overview

OPT Wealth Management is an independent wealth management firm and a partner of Sanctuary Wealth. The firm was founded by Kyle Vasel, a former senior advisor at Merrill Lynch, to provide a proactive and coordinated planning experience free from corporate constraints. Its name represents its core investment and planning pillars: Organization, Profits, and Taxes. The firm primarily serves high-net-worth individuals, families nearing retirement, and financial services executives through a disciplined, technology-led framework.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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