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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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