Opal Advisors
Opal Advisors is an SEC-registered mass-market adviser in Bellevue, WA with $174.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Opal Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164014, SEC 801-132775, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $174.0M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Bellevue, WA
- Employees
- 6
- Clients
- 185
- CRD
- 164014
- Ownership
- HUA, JAMES, PHUC; Ly, Bao, Gia; YOUNG, JUSTIN, KWAI MUNG
How much AUM does Opal Advisors have?
Opal Advisors reported $174.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Opal Advisors?
Disclosed owners and executives of Opal Advisors include HUA, JAMES, PHUC, Ly, Bao, Gia, YOUNG, JUSTIN, KWAI MUNG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.