Investment adviser · CRD 289759
OPAL WEALTH ADVISORS, LLC
Investment adviser filing (IA)
JERICHO, NY, United States · Form ADV filed Feb 14, 2026
- Regulatory AUM
- $1.24B Form ADV · Item 5.F
- Client accounts
- 2,411 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 334 | $931,435,023 | 75.2% |
| Charities | Fewer than 5 | $133,647,758 | 10.8% |
| Individuals | 396 | $132,423,075 | 10.7% |
| Corporations & businesses | 15 | $40,685,606 | 3.3% |
Filing source
Form ADV 2054728 · Feb 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2 JERICHO PLAZA, SUITE 208JERICHO, NY, 11753, United States
CRD 289759
Filing source
Form ADV 2054728 · Feb 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.