OPULENT STRATEGIES, LLC

OPULENT STRATEGIES, LLC is an SEC-registered investment adviser (CRD 126837). Regulatory assets under management: $392K.

Registration

• CRD: 126837
• Type: Registered investment adviser
• Phone: 408-741-2284
• Latest filing: 2026-03-27
• Regulatory AUM: $392K
• Discretionary AUM: $392K
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126837 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search