OPES WEALTH MANAGEMENT, LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 299704). Regulatory assets under management: $822.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Townsend Duvall | CO-PRESIDENT | — |
| Erin Michael Whalen | CO-PRESIDENT | — |
| Unesa Miguel | CHIEF COMPLIANCE OFFICER | Menlo Park, CA |
| Tracie Lynne Southerland | WEALTH ADVISOR | — |
| Louis Lawrence Odette | CHIEF INVESTMENT OFFICER | — |
| MCHAN SUSAN KAY | PARTNER | — |
| FIRTH DAVID FORREST | CHIEF COMPLIANCE OFFICER; VP CLIENT SERVICES | — |
| DUVALL MARK TOWNSEND | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CO-PRESIDENT; CO-PRESIDENT | — |
| WHALEN ERIN MICHAEL | CO-PRESIDENT; VICE PRESIDENT BUSINESS DEVELOPMENT | — |
| MIGUEL UNESA | CHIEF COMPLIANCE OFFICER | — |
| SOUTHERLAND TRACIE LYNNE | PARTNER; WEALTH ADVISOR | — |
| ODETTE LOUIS LAWRENCE | CHIEF INVESTMENT OFFICER; SENIOR CLIENT PORTFOLIO MANAGER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ASHLAND | OR | 1 | 541-708-6763 |
| ASHLAND | OR | 1 | 541-708-6763 |