Kenji
Bleicker
Opes Wealth Management, LLC
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About this Advisor
Kenji Bleicker is a certified financial planner working out of Menlo Park, California. Bleicker is currently employed by Opes Wealth Management, LLC. During their career, Bleicker has held roles at Opes Advisors, Inc and Opes Wealth Management, LLC. Bleicker can work in Oregon. Opes Wealth Management, LLC is a registered investment business operating out of Menlo Park, CA. The firm has a total of eight people on staff. It administers $474 million in assets across its 303 client accounts, placing it among the larger firms in the United States by assets under management. Of its 303 customer accounts, 50% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Opes Wealth Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Opes Wealth Management, LLC Brokerage Details
$473,581,153
8
303
$1,562,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kenji Bleicker Work History
Kenji has been registered as a financial advisor for 0 years.*
Opes Wealth Management, LLC
Opes Wealth Management, LLC
Opes Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenji Bleicker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Opes Wealth Management, LLC
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Cupertino, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
