Fee-OnlyFinder

Opulentia, LLC

Financial planning in Hunt Valley, MD

State registeredNo commissions reported

Call (410) 740-6844Send a messageMap ↗

Public-record details

Address
11350 McCormick Road Executive Plaza 1, Ste. 301, Hunt Valley, MD 21031
Phone
(410) 740-6844
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
314197
Registration
State registered: IL, MD, NC, NY, VA
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management
$46.1 million
Accounts managed
188
Clients reported (Form ADV 5.D)
188
Individual / high-net-worth clients
163 / 25
Employees
5
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-31

State registered (IL, MD, NC…) investment adviser, CRD 314197, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Hunt Valley

Asset Strategy Consultants LLCSix North Park Drive, Suite 208 · Hunt Valley, MD 21030 · (410) 528-8282 · Hourly feesCRD 110800 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedBay Harbor Wealth Management, LLC201 International Circle, Suite 520 · Hunt Valley, MD 21030 · (410) 403-2060 · Financial planningCRD 294000 · % of assets, Hourly charges, Fixed fees · $412.0 million AUMSEC registeredNo commissions reportedBush River Trust, LLC201 International Circle, Suite 230 · Hunt Valley, MD 21030 · (410) 343-9863 · Financial planningCRD 287995 · % of assets, Hourly charges · $23.0 million AUMState registeredNo commissions reportedCornerstone Advisory211 Old Padonia Road · Hunt Valley, MD 21030 · (410) 468-1693 · Financial planningCRD 142359 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedFinancial Consulate11019 McCormick Road, Suite 200 · Hunt Valley, MD 21031 · (410) 823-7283 · Financial planningCRD 106898 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedG10 LLC217 International Circle · Hunt Valley, MD 21030 · (443) 541-2440 · Financial planningCRD 322876 · % of assets, Performance-based fees · $4.9 billion AUMSEC registeredNo commissions reportedGlobal Brokerage Services, INC.11350 McCormick Road, Epiii, Suite 1204 · Hunt Valley, MD 21031 · (410) 785-4990 · % of assets managedCRD 37505 · % of assets, Other · $162.8 million AUMSEC registeredNo commissions reportedHarvest Investment Consultants LLC4 North Park Drive, Ste 510 · Hunt Valley, MD 21030 · (410) 561-9040 · Financial planningCRD 110258 · % of assets, Hourly charges, Fixed fees · $549.0 million AUMSEC registeredNo commissions reported

All 16 in Hunt Valley →