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Open Wealth Management
Open Wealth Management is an SEC-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Open Wealth Management
Open Wealth Management is an SEC-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
Asia
Country
Hong Kong
City
Hong Kong
Corporate office
Hong Kong, Hong Kong
Frequently asked questions
Who runs investment decisions at Open Wealth Management?
Open Wealth Management does not publicly name its principals or investment committee members. The firm's structure likely concentrates authority in a small group of senior advisors who coordinate client mandates through external private-bank partners.
How does Open Wealth Management source clients?
The firm does not disclose a client-acquisition strategy. Given its Hong Kong base and low public profile, introductions through private-bank networks, professional-services referrals, and existing client relationships are the most probable channels.
Is Open Wealth Management a single-family office or a commercial wealth manager?
It operates as a commercial wealth manager serving multiple private clients, not as a single-family office dedicated to one family's capital. Its structure is that of an independent asset manager partnering with external custodians.
What investment products does Open Wealth Management offer?
The firm's public materials do not enumerate specific products. Industry practice among Hong Kong-based wealth managers of its type suggests discretionary portfolio management and advisory mandates across public equities, fixed income, and private-market funds, executed through third-party banks.
Does Open Wealth Management participate in direct private deals?
There is no public record of Open Wealth Management leading or co-investing in direct private transactions. Its model emphasizes external execution channels, making proprietary deal participation unlikely.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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