# Open Wealth Management

Open Wealth Management is a Bank / Wealth / Trust based in Hong Kong, Hong Kong.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hong Kong, Hong Kong
- **Region:** Asia
- **Address:** Hong Kong, Hong Kong
- **Assets under management:** Undisclosed
- **Website:** www.openwmltd.com

## Regulatory record

- **CRD number:** 312743
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312743

## About

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.

## 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.

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- [OPEIU Locals #30 & #537](https://altss.com/profile/opeiu-locals-30-537)
- [Open Window Financial Solutions](https://altss.com/profile/open-window-financial-solutions)

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

Canonical page: https://altss.com/profile/open-wealth-management

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