O
CRD: 314197
Opulentia, LLC
Hunt Valley, MD, 21031
4107406844
$46.1M Total AUM
$46.1M Disc. AUM
-- 3Y CAGR
5 Employees
193 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2022
- Office Locations
- 1
Office Locations
11350 Mccormick Road Executive Plaza 1 Ste. 301 Hunt Valley MD
About Opulentia, LLC
Opulentia, LLC is a Hunt Valley-based RIA. The firm has been operating for 4 years. Managing $46.1M in total assets under management, with 3 advisory representatives. They custody assets with Assetmark and Betterment. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
35 AVG AGE
$15.4M AVG AUM / ADVISOR
$238.8K AVG AUM / CLIENT
3.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Radial glacier
Investment Themes
Radial insight Eagle Quantum matrix
Investment Vehicles
Pioneer Wave legacy
Services
Frontier Wave North focus Catalyst Delta Harbor
Owner & Executives
NICOLAS TROY ABRAMS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4175571
- Ownership
- 75% or more
(969) 383-5045
harbor.vertex@catalystcapital.com
in linkedin.com/in/capital-insight
Showing 1 of 1 owners & executives
Unlock allContacts
Delante Lendell Greer
Financial Planner
- CRD
- #7545501
(947) 655-1935
bridge.horizon@capitalcapital.com
in linkedin.com/in/atlas-quantum
J
Jasmine Grace Long
Paraplanner
- CRD
- #7823692
(980) 767-5760
harbor.harbor@bridgecapital.com
in linkedin.com/in/ridge-pioneer
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,083,599 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,083,599 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,083,599
Public Funds:
26.4% Equity - Exchange:
7.9% Cash:
18.6% Corporate - Investment Grade:
28.6% U.S. Government/Agency:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,597,219,491 | 26.4% |
| Equity - Exchange | $477,955,833 | 7.9% |
| Cash | $1,125,313,733 | 18.6% |
| Corporate - Investment Grade | $1,730,321,116 | 28.6% |
| U.S. Government/Agency | $1,119,263,658 | 18.5% |
| Total | $6,050,073,831 | 100.0% |