Michael
Gallagher

Opes Wealth Management, LLC

CRD#6302939
Investment Advisor
in Menlo Park, CA

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About this Advisor

Michael Gallagher is a financial advisor who works in Menlo Park, California, who has 1 year of relevant experience. Gallagher is an employee of Opes Wealth Management, LLC. Over the course of their career, Gallagher has held roles at The Family Wealth Consutling Group, Lonestar Home Loans, Finance Of America Mortgage, Commerce Home Mortgage, Opes Wealth Management, Opes Advisors and Western Bancord. Gallagher has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in California. Opes Wealth Management, LLC is a registered investment firm operating out of Menlo Park, CA. The firm has a total of eight people on staff. It manages $474 million in assets under management among its 303 accounts, placing it among the bigger firms in the nation 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. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually are based on which services are offered. However, fees charged by Opes Wealth Management, LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

535 Middlefield Road Suite 160
Menlo Park, CA 94025

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Opes Wealth Management, LLC Brokerage Details

Total Assets Under Management

$473,581,153

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

303

CA Average: 3,727
Average Account Size

$1,562,974

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Gallagher Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Opes Wealth Management

2018 - Present (6 years)

Finance Of America Mortgage

2021 - 2022 (1 year)

The Family Wealth Consutling Group

2018 - 2018 (< 1 year)

Lonestar Home Loans

2018 - 2018 (< 1 year)

Commerce Home Mortgage

2013 - 2018 (5 years)

Opes Advisors

2011 - 2013 (2 years)

Western Bancord

*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 Michael Gallagher 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

Erin Whalen
Menlo Park, CA
Michael Gallagher
Menlo Park, CA
Scott Chase
Menlo Park, CA
Steven Papapietro
Menlo Park, CA
Louis Odette
Menlo Park, CA
Hwangmin Ki
Menlo Park, CA
Nicola James
Cupertino, CA
Theodore Rossi
Menlo Park, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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