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Opes Private Wealth Management

Opes Private Wealth Management Revenue

Financial ServicesFlag of USEast Hampton, New York, United States1-10 Employees

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Opes Private Wealth Management revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Opes Private Wealth Management

Flag of US

Zachary Eisner

Vice President, Financial Planner

Company overview

Headquarters11 GAY RD, East Hampton, New York 11937, US
Phone number+16319073035
Website
NAICS52
SIC736
Keywords
Financial Planning, Estate Planning, Investment Management
Employees1-10

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.

FormatExamplePercentage
{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

Vice President

Funding Data

Opes Private Wealth Management has never raised funding before.

Opes Private Wealth Management Tech Stack

Discover the technologies and tools that power Opes Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

scrollreveal

scrollreveal

JavaScript libraries

Slick

Slick

JavaScript libraries

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Font Awesome

Font Awesome

Font scripts

Skrollr

Skrollr

JavaScript libraries

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

Opes Private Wealth Management is located in East Hampton, New York, US.
You can reach Opes Private Wealth Management at +16319073035.
Opes Private Wealth Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Opes Private Wealth Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Opes Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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