OPULENCE PLANNING

OPULENCE PLANNING is an SEC-registered investment adviser (CRD 318104). Regulatory assets under management: $10.3M.

Registration

• CRD: 318104
• Type: Registered investment adviser
• Phone: (406)459-7354
• Latest filing: 2026-03-26
• Regulatory AUM: $10.3M
• Discretionary AUM: $10.3M
• Clients: 2
• Accounts: 58

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318104 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search