O
$392.3K Total AUM
$392.3K Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- E*TRADE ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2001
- Office Locations
- 1
Office Locations
-- Saratoga CA
About Opulent Strategies, LLC
Opulent Strategies, LLC is a Saratoga-based RIA. The firm has been operating for 24 years. Managing $392.3K in total assets under management, with 1 advisory representatives. They custody assets with E*TRADE and Interactive Brokers.
Team overview
-- AVG AGE
$392.3K AVG AUM / ADVISOR
$21.8K AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
V
VISHWAS RAJARAM GODBOLE
Owner
- CRD
- #4750760
- Ownership
- 75% or more
Available
Available
Available
A
ARATI VISHWAS GODBOLE
--
- CRD
- --
- Ownership
- 10% but less than 25%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $392,271 | -- |
| Non-Discretionary | $0 | -- |
| Total | $392,271 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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