Opulence Planning

Overview

Opulence Planning operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individual and family clients, delivering financial planning and discretionary portfolio management for both individuals/small businesses and businesses or institutions, along with educational seminars and workshops. Compensation is a mix of a percentage-of-AUM fee and fixed fees. Investment implementation centers on pooled public vehicles—primarily mutual funds/public funds—supported by allocations to third‑party real estate managers. The firm does not identify itself as an active ESG investor and is not positioned as a capital allocator or pension consultant. All reported advisory assets are managed on a discretionary basis, indicating day‑to‑day authority over client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices