Opulentia, LLC

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Client assets under management

$46,083,599

Clients

188

13% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$245,126

About

Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals (including high‑net‑worth clients), as well as trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm typically delivers services on a discretionary basis and structures advisory relationships around individualized investment objectives and risk tolerances.

The firm constructs customized portfolios using mutual funds, ETFs, and third‑party investment managers, and implements many client accounts through the AssetMark wrap platform and related privately managed or unified managed account solutions. Opulentia’s process emphasizes manager selection and model allocations provided by independent strategists, periodic monitoring, and at least quarterly reviews to align portfolios with client objectives.

Opulentia offers periodic newsletters and client educational seminars at no additional charge, a service offering that is uncommon among peers. The firm also discloses that certain supervised persons are licensed to sell insurance products and that an affiliated insurance entity and platform relationships provide marketing and practice‑support arrangements, creating potential conflicts that the firm says it addresses through disclosure and client choice.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Elder care planning

Fee options

Fixed

Fixed fees typically ranging from $3,000 to $15,000 for financial planning

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%

Project-based

$300 to $450 per hour

Other

Account minimum: $50,000 to $500,000 generally, depending on investment strategy (AssetMark Platform minimums) Fee-only: Fixed fees from $3,000 to $15,000 for financial planning; Hourly fees $300 to $450 per hour for complex cases

Main office location

Opulentia, LLC

11350 Mccormick Road Executive Plaza 1, Ste. 301

Hunt Valley MD 21031, United States

Number of offices

Most active in

Illinois · Maryland · New York · North Carolina · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Instagram Website 410-740-6844

Advisors at this firm

Nicolas A

CFP®, Series 66

Hunt Valley, MD

Opulentia, LLC

Nicolas Abrams is a CFP® with 25 years of industry experience. He is currently with Opulentia, LLC and has previously worked at Ameritas Advisory Services and AJW Financial Partners, where he continues as an insurance broker. Outside of his advisory role, he is a real estate partner at Trocellus Enterprise, LLC. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm delivers customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection, model allocations, and regular portfolio reviews.

College savings (529s, UTMA, etc.) General estate planning guidance Elder care planning

Jasmine L

Series 65

Hunt Valley, MD

Opulentia, LLC

Jasmine Long is a financial advisor at Opulentia, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at T. Rowe Price and the Bahá'í Atlantic Region. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm emphasizes customized portfolios, manager selection, and regular portfolio reviews, delivering services primarily on a discretionary basis.

College savings (529s, UTMA, etc.) General estate planning guidance Elder care planning

Delante G

Series 65

Huntvilley, MD

Opulentia, LLC

Delante Greer is a financial advisor at Opulentia, LLC with three years of industry experience. He holds a Series 65 designation and has previous work experience with American General Life Insurance, GEMC LLC, and Diamond Residential Mortgage Company. Outside of his advisory role, he is involved as a site coordinator for Ani Development Group. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm emphasizes individualized investment objectives and risk tolerances, using mutual funds, ETFs, and third-party managers, with regular portfolio monitoring and client reviews.

College savings (529s, UTMA, etc.) General estate planning guidance Elder care planning

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