Joseph
Opsahl

True Private Wealth Advisors, LLC

CRD#1257252
Investment Advisor
in Portland, OR
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About this Advisor

Joseph Opsahl is a financial advisor whose office is in Portland, Oregon. Currently an investment advisor with True Private Wealth Advisors, LLC, Opsahl has a notable 30 years of work experience. Opsahl maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Opsahl can operate in Oregon. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Inc, Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc (7691) and True Private Wealth Advisors, LLC. True Private Wealth Advisors, LLC is headquartered in Portland, Oregon, and has two other brick-and-mortar locations across the United States. As a company, True Private Wealth Advisors, LLC oversees $908 million in assets throughout 3,289 client accounts and employs 19 staff members. The amount of assets the firm manages makes it one of the bigger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. True Private Wealth Advisors, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

30 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

111 Sw 5Th Avenue Suite 150
Portland, OR 97204

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True Private Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$935,958,424

OR Average: $1,120,203,312
Total Number of Employees

20

OR Average: 50
Total Number of Accounts

3,480

OR Average: 1,309
Average Account Size

$268,954

OR Average: $855,770

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Investment Advisory Services

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

Joseph Opsahl Work History

Joseph has 30 years of experience.

2013 - Present (6 years)

Purshe Kaplan Sterling Investments, Inc

2013 - Present (6 years)

True Private Wealth Advisors, LLC

2009 - 2013 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc (7691)

1988 - 2009 (21 years)

Morgan Stanley Smith Barney

Disclosures

Joseph Opsahl has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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