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Open Wealth Management
Open Wealth Management is a state-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 a state-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
Location
Region
Asia
Country
Hong Kong
City
Hong Kong
Corporate office
Hong Kong, Hong Kong
Frequently asked questions
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.
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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