OPAL WEALTH ADVISORS, LLC
SEC RegisteredAchieve Financial Freedom
About the firm
At Opal Wealth Advisors, we believe you deserve an advisor who simplifies the complexity and gives you the personalized attention you need to help take control of your finances and grow your wealth. Our Opal Way process is designed to help you close the gap between intention and achievement. The firm also provides additional resources for pre-retirees, women, and entrepreneurs through its 'OPAL+' program.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and wealth management, including goal clarification, personalized financial planning, and specialized programs for pre-retirees (OpalRetirement), women (OpalWomen), and entrepreneurs (OpalEntrepreneur), as well as financial planning guidance for attorneys.
Who they serve
Busy people, pre-retirees, women, entrepreneurs, and high-earning attorneys
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 396 | $132M |
| High Net Worth Individuals | 334 | $931M |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of February 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OPAL WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.