RIA IntelAdvisersMarylandOPULENTIA, LLC

OPULENTIA, LLC

Advisory

HUNT VALLEY, MD

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MD
#465
of 468 advisers by AUM
Average account
$245K
across 188 accounts
AUM per adviser
$15M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$46M
Discretionary %
100%
Clients
188
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$46M
Discretionary AUM$46M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients188
Team
Total Employees5
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, MD, NC, NY, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

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

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SILVESTRI FINANCIAL AND TAX ADVISORS, INC
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WEALTH BUILDERS FINANCIAL GROUP LLC
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LIFETIME FINANCIAL LLC
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