Opulent Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,098,287
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$6,137,286
About
Opulent Wealth provides wealth management and financial planning services to individuals (including high-net-worth clients) and to small-business plan sponsors, combining ongoing portfolio management with modular or comprehensive planning on topics such as retirement, tax strategies, estate planning, Social Security optimization, special needs planning, and divorce-related financial advice. The firm also offers investment consultation for held-away accounts and supports rollovers and retirement-distribution decisions as part of its advisory scope.
The firm implements a Core + Satellite investment approach that blends passive index exposures with actively managed satellite positions across ETFs, mutual funds, individual equities, fixed income, and REITs, and it manages client accounts on either a discretionary or non-discretionary basis while positioning itself as a fiduciary for retirement investors. Planning is presented as an ongoing process with periodic and event-driven reviews, and the firm produces written summaries and performance reports for clients.
Notably, Opulent Wealth provides pension and retirement-plan consulting—including discretionary and non-discretionary plan services under ERISA definitions and annual plan sponsor reviews—which is a relatively uncommon offering for independent firms of its size. The firm manages a concentrated asset base for a limited number of client relationships, combines stand-alone planning with portfolio management when requested, and does not vote client proxies, leaving voting responsibilities with individual account holders.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Social Security optimization
Fee options
$0 - $1,500,000: 1.00% annually $1,500,001 - $7,500,000: 0.50% annually $7,500,001+: 0.30% annually
Minimum fee: Preferred minimum annual fee of $6,000 for wealth management services Fee-only: Stand-alone financial planning fixed fee ranging from $1,200 to $10,000 annually, paid in quarterly installments
Main office location
Opulent Wealth
Richmond VA, United States
Number of offices
1
Most active in
Opulent Wealth has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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