Opes Advisors Wealth Management
About Opes Advisors Wealth Management
Opes Advisors Wealth Management is a Financial Services company, and was acquired by EP Wealth Advisors in July 2026. It provides investment management, financial planning, real estate analysis, and tax strategies services. It operates on a B2C model. The company has 396 employees. Opes Advisors Wealth Management offers products and services including Investment Management, Financial Planning, Real Estate Analysis, and Tax Strategies. Its focus areas include Finance, Wealth Management, Investment Services and Personal Advisory. Its legal entity is OPES ADVISORS, INC.
Company details
OPES Wealth is a financial advisory firm that helps clients manage wealth through personalized investment strategies, financial planning, real estate analysis, and tax mitigation. They use modern portfolio theory and proprietary tools to address complex scenarios like asset management and family financial futures. Based on experiences from regions like the Bay Area, they guide individuals towards stability and confidence in their financial decisions.
- Employees 396
- Stage Acquired
- SectorsFinancial Services
- Website opeswealth.com
- Acquired by EP Wealth Advisors (Jul 2026)
- Legal Name Opes Advisors, Inc.
- Investors
- Employee Count396
- Acquired byEP Wealth Advisors
(Jul 2026)
Products & Services of Opes Advisors Wealth Management
Opes Advisors Wealth Management offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, Real Estate Analysis, and Tax Strategies.
Manages client portfolios using modern theory for risk-adjusted returns.
Guides clients on personalized financial future planning and decisions.
Analyzes real estate impacts on wealth using proprietary software tools.
Advises on tax options like exchanges and trusts for optimization.
Investors in Opes Advisors Wealth Management
Opes Advisors Wealth Management has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and financial advisory services are provided to clients. | 2007 | epwealth.com | Lafayette, United States |
Investor details for Opes Advisors Wealth Management
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Web traffic of Opes Advisors Wealth Management
The website of Opes Advisors Wealth Management (opeswealth.com) receives about 3.3K visits a month.
- Monthly visits3.3K
▼ 2% vs previous month
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Frequently Asked Questions about Opes Advisors Wealth Management
Opes Advisors Wealth Management has 396 employees.
OPES Wealth is a financial advisory firm that helps clients manage wealth through personalized investment strategies, financial planning, real estate analysis, and tax mitigation. They use modern portfolio theory and proprietary tools to address complex scenarios like asset management and family financial futures. Based on experiences from regions like the Bay Area, they guide individuals towards stability and confidence in their financial decisions.
Opes Advisors Wealth Management offers Investment Management, Financial Planning, Real Estate Analysis, and Tax Strategies.
Opes Advisors Wealth Management has 1 investor. Key investors include EP Wealth Advisors.
Opes Advisors Wealth Management operates through Opes Advisors, Inc..
Yes. Opes Advisors Wealth Management was acquired by EP Wealth Advisors in July 2026.