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Opal Advisors

Opal Advisors. CRD 164014

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CRD: 164014

Opal Advisors

Bellevue, WA, 98005
4258353276
opaladvisors.com
$174.0M Total AUM
$165.7M Disc. AUM
-- 3Y CAGR
6 Employees
185 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
ZenithOptima pioneer
Established Date
08-13-2012
Office Locations
1

Office Locations

3150 Richards Road Suite 240 Bellevue WA

About Opal Advisors

Opal Advisors, LLC is a Bellevue, WA registered investment adviser providing investment management and integrated planning across retirement, tax planning, estate planning, and generational wealth transfer. Portfolios are built around client goals and risk tolerance, with an emphasis on tax efficiency and meaningful use of ETFs and public funds. Notably, the firm can provide wills and trusts at no additional cost; custody includes Charles Schwab.

Team overview

40 AVG AGE
$34.8M AVG AUM / ADVISOR
$940.7K AVG AUM / CLIENT
4.5 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Focus Prime foundation

Client Personas

Frontier bridge

Custodian

Signal wave

Investment Themes

Atlas Oak

Investment Vehicles

Insight

Platform

Matrix peak

Services

Bridge Meridian harbor Meridian beacon Prime harbor Ember ember Optima Vital Crest

Technology

Peak vital Bridge

Owner & Executives

JAMES PHUC HUA

JAMES PHUC HUA

PRINCIPAL, Wealth Advisor

CRD
#5950165
Ownership
50% but less than 75%
(684) 797-2645
vertex.eagle@unisoncapital.com
in linkedin.com/in/delta-value
B

Bao Gia Ly

Chief Compliance Officer, Investment Advisor

CRD
#7338510
Ownership
10% but less than 25%
(554) 461-6078
ridge.vector@primecapital.com
in linkedin.com/in/ember-eagle
H

Harbor focus

Harbor beacon vertex

CRD
#86512
Ownership
18.7%
(386) 200-8836
element.atlas@momentumcapital.com
in linkedin.com/in/delta-insight

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Contacts

C

CHRISTINA JOAN HUA

--

CRD
#4831629
(804) 568-8737
north.vital@pioneercapital.com
in linkedin.com/in/vital-meridian
SPRAGUE NICKOLAUS KOLP

SPRAGUE NICKOLAUS KOLP

--

CRD
#6007615
(531) 527-3152
optima.insight@pioneercapital.com
in linkedin.com/in/optima-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-21-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $165,747,344 $436,177
Non-Discretionary $8,281,061 $8,281,061
Total $174,028,405 $456,767

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Separately Managed Accounts

Total SMA Asset: $171,374,002

$171.4M Total SMA
Equity - Exchange:
19.7%
Public Funds:
9.6%
Cash:
7.0%
Derivatives:
23.8%
Municipal Bonds:
5.9%
Other:
28.1%
U.S. Government/Agency:
5.9%
Asset class Assets Assets %
Equity - Exchange $1,609,298,645 19.7%
Public Funds $784,226,751 9.6%
Cash $571,832,006 7.0%
Derivatives $1,944,228,820 23.8%
Municipal Bonds $481,972,691 5.9%
Other $2,295,497,053 28.1%
U.S. Government/Agency $481,972,691 5.9%
Total $8,169,028,657 100.0%

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