Opulentia, LLC

Opulentia, LLC (CRD# 314197) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $31,500,000 in 112 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
11350 Mccormick Road Executive Plaza 1, Ste. 301, Hunt Valley, MD 21031
https://www.opulentia.net
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $281,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MD, NC, NY, VA

Financial Advisors at Opulentia, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Delante Greer, financial advisor Huntvilley MD
Delante L. Greer
CRD#: 7545501
11350 Mccormick Road, Executive Plaza 1, Suite 301, Huntvilley, MD 21031

Delante Greer (CRD# 7545501) is an Investment Advisor Representative working at Opulentia, LLC in Huntvilley, MD and has over 2 years of experience in the finance industry.

2
Jasmine Long, financial advisor Hunt Valley MD
Jasmine G. Long
CRD#: 7823692
11350 Mccormick Road Executive Plaza 1, Ste. 301, Hunt Valley, MD 21031

Jasmine Long (CRD# 7823692) is an Investment Advisor Representative working at Opulentia, LLC in Hunt Valley, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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