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OPAL WEALTH ADVISORS, LLC
SEC RegisteredJERICHO, NYhttps://opalwealthadvisors.com516-388-7980
Assets Under Management
$1B–$5B
Employees
20
Office Locations
3 offices
Total Accounts
2411
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Services
investment_managementfinancial_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 396 | $132M |
| High Net Worth Individuals | 334 | $931M |
6 total clients reported on Form ADV.
Leadership
Lee A Korn
MANAGING MEMBER AND PRINCIPAL
Jesse James Giordano
MANAGING MEMBER AND PRINCIPAL
Joseph Nino Filosa
MANAGING MEMBER AND PRINCIPAL
Katherine Mary Dean
CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS
Office locations
3 offices in 2 states
NY
JERICHOHQ
NY
WHITE PLAINS
CT
GREENWICH
Advisors at this firm
9 advisors in the directory
Jonah H. Blumenthal
Investment Adviser Representative
Gino Carollo
Investment Adviser Representative
Katherine Mary Dean-Stahl
Investment Adviser Representative
Joseph Nino Filosa
Investment Adviser Representative
Daniel Lloyd Gibbons
Investment Adviser Representative
Jesse James Giordano
Investment Adviser Representative
Lee A Korn
Investment Adviser Representative
Matthew Paul Krouse
Investment Adviser Representative
Christine Nardella
Investment Adviser Representative
Regulatory & compliance
CRD number
#289759
SEC Number
801-114223
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of February 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
opalwealthadvisors.comPhone
516-388-7980Find an advisor that fits
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Editorial disclosure
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.