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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital matrixHarbor prime +more
- Established Date
- 12-14-2018
- Office Locations
- 4
Office Locations
About Opes Wealth Management, LLC
OPES Wealth Management is a Menlo Park, CA wealth manager providing financial planning, investment management, real estate analysis, and tax-mitigation guidance for clients navigating complex situations such as concentrated equity compensation, rental property portfolios, and liquidity events. Portfolios use modern portfolio theory to target risk-adjusted returns, and the firm has been recognized for ETF expertise. Differentiator: proprietary OPES Advantage software to model real estate decisions and their long-term impact.
Team overview
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Client Personas
Custodian
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Owner & Executives
MARK TOWNSEND DUVALL
Co-President, President
- CRD
- #2432588
- Ownership
- 25% but less than 50%
ERIN MICHAEL WHALEN
Co-President, President
- CRD
- #4866543
- Ownership
- 25% but less than 50%
Zenith pioneer
Oak ember horizon
- CRD
- #98037
- Ownership
- 27.6%
Showing 2 of 4 owners & executives
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KENJI BLEICKER
Wealth Advisor
- CRD
- #5930350
Lyla Kristina Andrea Bonilla
--
- CRD
- #8108776
Foundation oak
Meridian glacier horizon
- CRD
- #71449
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $822,283,010 | $1,957,817 |
| Non-Discretionary | $0 | -- |
| Total | $822,283,010 | $1,957,817 |
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Separately Managed Accounts
Total SMA Asset: $822,283,010
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $288,398,000 | 10.7% |
| Equity - Exchange | $1,086,209,289 | 40.3% |
| Cash | $506,717,981 | 18.8% |
| U.S. Government/Agency | $813,983,139 | 30.2% |
| Total | $2,695,308,409 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE VALUE | CREST FRONTIER | ZMBEYMG4Y | EVU | 2.12% | $27,330,251 |
| FOUNDATION OAK | GLACIER CAPITAL | X39VJB7N4 | QBEV | 5.40% | $30,170,136 |
| HORIZON HORIZON MATRIX | CATALYST RADIAL | 9HCBCXNXT | LNL | 1.26% | $11,591,659 |
| NORTH UNISON | VECTOR FOUNDATION | T6Y5S6X2Z | SJIMS | 12.16% | $37,632,780 |
| FUSION BEACON PATHWAY | GLACIER OPTIMA | JTL69YTQZ | FEUOA | 10.16% | $82,354,044 |
| INSIGHT UNISON | ALPHA OAK | IX9EU3YZW | HUJBQ | 1.92% | $97,942,706 |
| ZENITH PIONEER | TIMBER SUMMIT | 4EJ2U2W63 | CIDG | 11.92% | $85,621,317 |
| SIGNAL WAVE | CREST SUMMIT | 6GNO83QOD | CRKYX | 8.10% | $116,500,768 |