What departments does Opal Wealth Advisors have?

Opal Wealth Advisors has employees across 3 departments including Finance, Banking, Customer Success.

What is the largest department at Opal Wealth Advisors?

The largest department at Opal Wealth Advisors is Finance with 2 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
32

United States Of America
32

Asia
1

India
1

Opal Wealth Advisors's Leadership

V. M.
Director
Mobile Phone
Email
L. K.
Financial Advisor, Principal At Opal Wealth Advisors
Mobile Phone
Email
J. F.
Financial Advisor, Principal
Mobile Phone
Email
M. L.
Performance Coaching Intern
Mobile Phone
Email
D. G.
Operations Associate
Mobile Phone
Email
J. M.
Client Service Associate
Mobile Phone
Email
K. D. C.
Financial Advisor
Mobile Phone
Email
M. M.
Client Services Associate
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

Location

Last Update

V. M.
Director
Mobile Phone
Email
IndiaKarnataka
Aug 02, 2024
L. K.
Financial Advisor, Principal At Opal Wealth Advisors
Mobile Phone
Email
Aug 04, 2026
J. F.
Financial Advisor, Principal
Mobile Phone
Email
Jun 25, 2024
M. L.
Performance Coaching Intern
Mobile Phone
Email
Jun 29, 2026
D. G.
Operations Associate
Mobile Phone
Email
Jun 28, 2026
J. M.
Client Service Associate
Mobile Phone
Email
Oct 17, 2024
K. D. C.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
M. M.
Client Services Associate
Mobile Phone
Email
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. 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 July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Director: V. M.
Financial Advisor, Principal At Opal Wealth Advisors: L. K.
Financial Advisor, Principal: J. F.
Performance Coaching Intern: M. L.
Operations Associate: D. G.

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Opal Wealth Advisors Employee Directory

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