RIA Intel›Advisers›Montana›OPULENCE PLANNING, LLC

OPULENCE PLANNING, LLC

Advisory

MT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$178K

across 58 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MT

Closest by assets under management. All figures from Form ADV.

$10M

KTE CAPITAL MANAGEMENT, LLC

$11M

YELLOWSTONE INVESTMENT PLANNERS, INC.

$11M

BLACK CAT WEALTH LLC

$10M

HARGIS CAPITAL MANAGEMENT, INC.

$12M

ENTRUSTED WEALTH LLC

$8M

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