OPAL WEALTH ADVISORS, LLC

CRD 289759File 801-114223

APPROVED

Retail clients

Custody

Filing as of Feb 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.24B

Above cohort median (national)

Discretionary AUM

$653.5M

Non-discretionary $584.6M

Clients

745

2,411 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Nov 1, 2018
Principal office: 2 JERICHO PLAZA, SUITE 208, JERICHO, NY, 11753
Phone: 516-388-7980
Website: https://www.opalwealthadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.24B
Discretionary AUM: $653.5M
Non-discretionary AUM: $584.6M
Discretionary accounts: 1,528
Non-discretionary accounts: 883
Total accounts: 2,411
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$40.7M
Charitable organizations	Fewer than 5	$133.6M
High net worth individuals	334	$931.4M
Individuals (other than high net worth individuals)	396	$132.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.