Opes Advisors
Finance · California, United States · 201-500 Employees
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Overview
Headquarters
535 Middlefield Rd Ste 160, Menlo Park, ...Phone Number
(408) 831-5800Website
www.opeswealth.comRevenue
$78.1 MillionIndustry
About Opes Advisors
EP Wealth Management, in partnership with OPES Wealth Management, offers comprehensive wealth management services tailored for federal employees, professional athletes, and individuals seeking financial literacy. Their extensive range of services includes financial planning, investment management, estate planning, and specialized financial planning for life transitions such as divorce. With a commitment to client education and personalized service, they aim to help clients achieve their financial goals while aligning investments with their values. EP Wealth Management has been recognized as a leading financial advisory firm, serving over 15,000 households across the United States.Explore more
Opes Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Opes Advisors
$78.1M
201-500
Private
-
2004
UM
Unesa MiguelSenior Client Service Associate & Chief Compliance Officer
Opes Advisors Tech Stack
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Frequently Asked Questions Regarding Opes Advisors
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EP Wealth Management, in partnership with OPES Wealth Management, offers comprehensive wealth management services tailored for federal employees, professional athletes, and individuals seeking financial literacy. Their extensive range of services includes financial planning, investment management, estate planning, and specialized financial planning... Read More
