What departments does Opal Wealth Advisors have?

Opal Wealth Advisors has employees across 4 departments including Operations, Marketing, Finance, Analytics.

What is the largest department at Opal Wealth Advisors?

The largest department at Opal Wealth Advisors is Finance with 11 employees.

Where are Opal Wealth Advisors employees located globally?

Opal Wealth Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has Opal Wealth Advisors's team size changed over time?

Opal Wealth Advisors's team has decreased from approximately 22 to 20 employees based on available data.

Opal Wealth Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

Opal Wealth Advisors is a financial services firm that helps clients align wealth with personal, family, and business goals. The firm emphasizes understanding each client’s purpose and objectives, then developing a customized plan and applying processes to evaluate investments, monitor progress, and stay connected. It aims to keep money working for the client, expanding beyond traditional stocks and bonds to a broad range of opportunities, with asset allocation designed to sustain wealth across generations. 

The firm is based in Jericho, New York, and operates with a mid-sized team. It acts as wealthcare advocates, guiding clients through major life events—such as the birth of a child, divorce, the loss of a loved one, or the sale of a business—addressing both expected and unforeseen wealth needs. In 2025, Opal Wealth Advisors was named on Forbes SHOOK’s list of America’s Top Registered Investment Advisory Firms.

Opal Wealth Advisors Global Highlights

North America
30

United States Of America
30

Asia
1

India
1

Opal Wealth Advisors's Leadership

K. K.
Chief Growth Officer
Mobile Phone
Email
C. C.
Chief Operating Officer / Chief Compliance Officer
Mobile Phone
Email
J. B.
Chief Compliance Officer
Mobile Phone
Email
V. M.
Director
Mobile Phone
Email
B. S.
Marketing Manager
Mobile Phone
Email
C. K.
Relationship Manager
Mobile Phone
Email
M. C.
Relationship Manager
Mobile Phone
Email
T. M.
Relationship Manager
Mobile Phone
Email

Opal Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Legal
Business Development
Accounting
Other
Administrative

Contact profiles from Opal Wealth Advisors

Name

Title

Contact Info

Location

Last Update

K. K.
Chief Growth Officer
Mobile Phone
Email
United StatesNew York
Jun 24, 2026
C. C.
Chief Operating Officer / Chief Compliance Officer
Mobile Phone
Email
United StatesNew Jersey
Jun 29, 2026
J. B.
Chief Compliance Officer
Mobile Phone
Email
United StatesNew York
Jun 26, 2026
V. M.
Director
Mobile Phone
Email
IndiaKarnataka
Aug 02, 2024
B. S.
Marketing Manager
Mobile Phone
Email
United StatesNew York
Jun 24, 2026
C. K.
Relationship Manager
Mobile Phone
Email
United StatesNew York
Jun 24, 2026
M. C.
Relationship Manager
Mobile Phone
Email
United StatesNew York
Jun 27, 2026
T. M.
Relationship Manager
Mobile Phone
Email
United StatesNew York
May 28, 2026
E. K.
Service Team Manager
Mobile Phone
Email
United States
Jun 29, 2026
M. Z.
Relationship Manager
Mobile Phone
Email
United StatesNew York
May 21, 2026

Frequently Asked Questions

What is Opal Wealth Advisors known for?

Opal Wealth Advisors was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 2 Jericho Plaza Suite 208 Jericho, New York 11753 United States. Explore Opal Wealth Advisors's company overview page for more information.

What is Opal Wealth Advisors's most common email format?

Opal Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Opal Wealth Advisors email formats with LeadIQ.

How many employees does Opal Wealth Advisors have currently?

Opal Wealth Advisors has approximately 25 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Opal Wealth Advisors's key employees and leadership?

As of June 2026, Opal Wealth Advisors's key employees include:

Chief Growth Officer: K. K.
Chief Operating Officer / Chief Compliance Officer: C. C.
Chief Compliance Officer: J. B.
Director: V. M.
Marketing Manager: B. S.

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Opal Wealth Advisors Employee Directory

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