Opes Wealth Management LLC

Entity
Company
Business address
535 Middlefield Road, Suite 160, 94025 Menlo Park, CA
Phone
4088315804
State of incorporation
CA
Fiscal year end
December 31
13F signature
Unesa Miguel - Chief Compliance Officer
All SEC filings
View on sec.gov
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Opes Wealth Management LLC has filed 29 SEC EDGAR filings since 4/30/2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 24, 2025 Sep 30, 2025 028-19481
N-PX Open Document Open Filing Aug 26, 2025 Jun 30, 2025 028-19481
13F-HR Open Document Open Filing Jul 31, 2025 Jun 30, 2025 028-19481
13F-HR Open Document Open Filing May 6, 2025 Mar 31, 2025 028-19481
13F-HR Open Document Open Filing Jan 30, 2025 Dec 31, 2024 028-19481
13F-HR Open Document Open Filing Oct 29, 2024 Sep 30, 2024 028-19481
N-PX Open Document Open Filing Aug 29, 2024 Jun 30, 2024 028-19481
13F-HR Open Document Open Filing Aug 5, 2024 Jun 30, 2024 028-19481
13F-HR Open Document Open Filing May 3, 2024 Mar 31, 2024 028-19481
13F-HR Open Document Open Filing Jan 31, 2024 Dec 31, 2023 028-19481
13F-HR Open Document Open Filing Nov 3, 2023 Sep 30, 2023 028-19481
13F-HR Open Document Open Filing Aug 3, 2023 Jun 30, 2023 028-19481
13F-HR Open Document Open Filing May 2, 2023 Mar 31, 2023 028-19481
13F-HR Open Document Open Filing Jan 31, 2023 Dec 31, 2022 028-19481
13F-HR Open Document Open Filing Nov 1, 2022 Sep 30, 2022 028-19481
13F-HR Open Document Open Filing Aug 10, 2022 Jun 30, 2022 028-19481
13F-HR Open Document Open Filing May 5, 2022 Mar 31, 2022 028-19481
13F-HR Open Document Open Filing Jan 31, 2022 Dec 31, 2021 028-19481
13F-HR Open Document Open Filing Oct 29, 2021 Sep 30, 2021 028-19481
13F-HR Open Document Open Filing Aug 3, 2021 Jun 30, 2021 028-19481
13F-HR Open Document Open Filing May 10, 2021 Mar 31, 2021 028-19481
13F-HR Open Document Open Filing Jan 29, 2021 Dec 31, 2020 028-19481
13F-HR Open Document Open Filing Nov 9, 2020 Sep 30, 2020 028-19481
13F-HR Open Document Open Filing Aug 11, 2020 Jun 30, 2020 028-19481
13F-HR Open Document Open Filing Apr 16, 2020 Mar 31, 2020 028-19481
13F-HR Open Document Open Filing Jan 30, 2020 Dec 31, 2019 028-19481
13F-HR Open Document Open Filing Nov 12, 2019 Sep 30, 2019 028-19481
13F-HR Open Document Open Filing Jul 30, 2019 Jun 30, 2019 028-19481
13F-HR Open Document Open Filing Apr 30, 2019 Mar 31, 2019 028-19481