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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle atlasSignal glacier
- Established Date
- 08-19-2024
- Office Locations
- 1
Office Locations
About Opulent Wealth
Opulent Wealth is a Richmond, VA-based, fee-only RIA providing comprehensive financial planning and ongoing investment management for individuals and families nationwide. Services include retirement/education planning, tax analysis and strategies, estate planning overview, insurance/risk management, and cash-flow and benefits reviews. The firm limits the number of relationships to deliver concierge-style, on-demand service and supports clients through a RightCapital portal.
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Owner & Executives
Peter Marshall Byrd
Chief Compliance Officer, Managing Member, President
- CRD
- #7936963
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,098,287 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,098,287 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,098,287
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,257,954,282 | 26.5% |
| Equity - Exchange | $3,689,412,091 | 43.3% |
| Cash | $2,573,215,823 | 30.2% |
| Total | $8,520,582,196 | 100.0% |