# Opal Wealth Advisors

Opal Wealth Advisors is a Bank / Wealth / Trust based in Jericho, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jericho, United States
- **Region:** North America
- **Address:** Jericho, NY, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** opalwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/opal-wealth-advisors

## Regulatory record

- **CRD number:** 289759
- **SEC file number:** 801-114223
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289759

## About

Opal Wealth Advisors was established in 2019 as a US-based registered investment advisor, headquartered in Jericho, New York. The firm directs its advisory services toward individuals, families, corporations, and retirement plans, operating without a publicly disclosed single-family or multi-family office designation. The firm’s strategy centers on financial planning and portfolio management, delivered through a process it calls The Opal Way. Opal Wealth Advisors does not publicly disclose a specific asset-class mix, stage coverage, or named underlying fund structures. The website highlights an OPAL+ program with dedicated tracks for pre-retirees, women, and entrepreneurs, but names no underlying portfolio companies, direct deals, or co-investors. Its stated geographic focus is domestic, with no international offices cited. Opal does not publish headcount, total deployment, or assets under management figures. The firm has no known adjacent vehicles — such as philanthropic foundations, real-asset arms, or club memberships — described in publicly available materials. No operational event from the last 24 months could be verified through primary sources or credible secondary reporting. Structurally, Opal Wealth Advisors functions as a local advisory practice. Its differentiator is a process-driven, segmented-service model for distinct client life-stages rather than a sourcing, hybrid-structure, or co-investor-club architecture. Governance, succession, and operating-company relationships are not publicly detailed beyond the firm’s self-described personalized guidance framework.

## Sectors

- Wealth Management

## Questions

### How does Opal Wealth Advisors structure its client advisory process?

The firm uses a proprietary framework called The Opal Way, which it says is designed to close the gap between intention and achievement. The process includes clarifying a client’s most meaningful goals, developing a financial plan to pursue those goals, and providing ongoing personalized attention. This structure is described on the firm’s website and is central to how it markets its services to individuals and families.

### Does Opal Wealth Advisors run any specialized service tracks for particular client segments?

Yes. The firm operates an OPAL+ program with dedicated initiatives. These include OpalRetirement for pre-retirees, OpalWomen for female clients, and OpalEntrepreneur for business owners. The tracks are described as providing additional resources tailored to the specific lifestyle needs of each group, per the firm’s website.

### What investment stages or asset classes does Opal Wealth Advisors target?

Opal Wealth Advisors does not publicly disclose a specific breakdown of target asset classes or investment stages. Its website describes its core services as financial planning and portfolio management, offered to individuals, families, corporations, and retirement plans. No specific public or private market allocations, fund commitments, or direct-deal preferences are stated in available materials.

### Where is the underlying client wealth concentrated, and what is the firm’s geographic reach?

Opal Wealth Advisors is headquartered in Jericho, New York, and its marketing emphasizes local service on Long Island. The firm names no additional offices, and its website does not claim any international advisory footprint. It serves a domestic client base that includes individuals, families, and retirement plans, according to its own disclosures.

## Related profiles

- [Opale Capital](https://altss.com/profile/opale-capital)
- [OpAmp Capital](https://altss.com/profile/opamp-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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