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OPAL ADVISORS
Legal name: OPAL ADVISORS, LLC
CRD 164014File 801-132775
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$174.0M
Bottom 25% of cohort (national)
Discretionary AUM
$165.7M
Non-discretionary $8.3M
Clients
185
381 accounts
Employees
6
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 12, 2025
- Principal office
- 3150 RICHARDS ROAD, SUITE 240, BELLEVUE, WA, 98005
- Phone
- 425-835-3276
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.0M
- Discretionary AUM
- $165.7M
- Non-discretionary AUM
- $8.3M
- Discretionary accounts
- 380
- Non-discretionary accounts
- 1
- Total accounts
- 381
- AUM per client
- $941K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $127.5M |
| Pooled investment vehicles | 1 | $2.7M |
| Pension and profit sharing plans | Fewer than 5 | $8.3M |
| Individuals (other than high net worth individuals) | 124 | $35.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.