


Opes Private Wealth Management Revenue
Financial Services • East Hampton, New York, United States • 1-10 Employees
Opes Private Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at Opes Private Wealth Management
Zachary Eisner
Vice President, Financial Planner
Company overview
| Headquarters | 11 GAY RD, East Hampton, New York 11937, US |
| Phone number | +16319073035 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Financial Planning, Estate Planning, Investment Management |
| Employees | 1-10 |
Opes Private Wealth Management Email Formats
Opes Private Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@opesprivatewealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@opesprivatewealth.com | 100% |
About Opes Private Wealth Management
Opes Private Wealth Management is a full-service financial planning company based out of East Hampton, New York. We have offices throughout the New York area and specialize in providing complex financial solutions and tax efficient strategies to individual and institutional clients while meeting their long-term needs and goals. ****Securities and variable insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment advisor. Fixed insurance products offered through B. Riley Wealth Insurance.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Opes Private Wealth Management has never raised funding before.
Opes Private Wealth Management Tech Stack
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Frequently asked questions
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