Louis
Odette
Opes Wealth Management, LLC
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About this Advisor
Louis Odette is a chartered financial analyst based out of Menlo Park, California, with a total of 2 years of relevant experience. Odette is currently employed by Opes Wealth Management, LLC. During their career, Odette has held roles at Citigroup Global Markets, Landed Inc and Opes Wealth Management. Odette holds a Series 63 license, certifying them as a securities agent, and is able to operate in California. Opes Wealth Management, LLC is a financial advisory company based out of Menlo Park, CA. It has a total of eight financial advisors. It handles $474 million in total assets among its 303 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 303 customer accounts, 50% are associated with high-net-worth clients who have more than $1 million in assets. Opes Wealth Management, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically are based on which services are offered. However, fees billed by Opes Wealth Management, LLC likely include any blend 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
Louis Odette Work History
Louis has been registered as a financial advisor for 2 years.*
Opes Wealth Management
Landed Inc
Citigroup Global Markets
*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 Louis Odette 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
Menlo Park, CA
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