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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2018
- Office Locations
- 3
Office Locations
About Opal Wealth Advisors, LLC
Opal Wealth Advisors is a registered investment advisor providing personalized financial planning and wealth management that simplifies complex financial decisions for busy individuals and families. Specialty areas include retirement planning, services for women, and planning for entrepreneurs. Portfolios use public-market vehicles such as ETFs and mutual funds, with alternatives where appropriate. Custody relationships include Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 13, 2025 and February 14, 2026, reported AUM increased 20.3%, from $1.0B to $1.2B.
Across 5 reported observations, AUM increased 83.7% between December 12, 2022 and February 14, 2026, from $674.2M to $1.2B.
Of the latest reported AUM, 52.8% is discretionary and 47.2% is non-discretionary.
The firm reports 9 advisory representatives and 751 clients, or 83.4 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 3 reported office locations and 7 years in operation. The source data was last updated on February 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Opal Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JESSE JAMES GIORDANO
Financial Advisor, Managing Member, Principal
- CRD
- #4763193
- Ownership
- 25% but less than 50%
LEE A KORN
Financial Advisor, Managing Member, Principal
- CRD
- #2944142
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
Chelsea Barrows
Financial Advisor
- CRD
- #5951286
Jonah H. Blumenthal
Financial Advisor
- CRD
- #8070448
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $653,542,460 | $427,711 |
| Non-Discretionary | $584,649,002 | $662,117 |
| Total | $1,238,191,462 | $513,559 |
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Separately Managed Accounts
SMA allocation detail is available
Opal Wealth Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Opal Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.