Opulent Wealth
Firm details
- Headquarters
- ,
- CRD number
- 332007
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.02%
- Individuals4.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Opulent Wealth is an independent registered investment adviser operating as an LLC that focuses on wealth management for individuals and families. The firm runs both financial planning and portfolio management services and charges clients via a percentage-of-AUM model and fixed fees. Investment activity centers on liquid, public pooled vehicles for core exposures, with supplemental allocations to alternative strategies to diversify sources of return. Opulent Wealth is not positioned as an active ESG investor and does not operate across multiple states; it reports providing pension consulting in addition to individual and small-business portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities30%
- US Government Bonds2%
Contacts
1 of 1
Peter Byrd
PresidentCRD 7936963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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