OPULENTIA, LLC

Overview

Opulentia, LLC is an independent registered investment adviser structured as a limited liability company that focuses on individuals and families. The firm blends traditional financial planning and portfolio management for individuals and small businesses with practice areas that include publishing periodicals or newsletters and running educational seminars and workshops. Opulentia also operates as an insurance broker, which is reflected in its product mix and the fee options it offers to clients: percentage of assets under management, hourly billing and fixed fees. The firm does not position itself as an ESG-focused allocator and is not identified as a multi-state adviser. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, supplemented by targeted allocations to real assets and commodity exposure through third-party managers. Portfolios are managed on a discretionary basis, with financial planning and client education integrated into the adviser relationship.

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Location & Offices