OPEN WEALTH NETWORK

OPEN WEALTH NETWORK is an SEC-registered investment adviser (CRD 298943). Regulatory assets under management: $51.3M.

Registration

• CRD: 298943
• Type: Registered investment adviser
• Phone: (610) 702-4083
• Latest filing: 2026-03-05
• Regulatory AUM: $51.3M
• Discretionary AUM: $48.1M
• Non-discretionary AUM: $3.2M
• Clients: 1
• Accounts: 208

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298943 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search