{
  "crd_number": 332362,
  "slug": "open-family-office-ofo-wealth-management-llc-fremont-ca-332362",
  "primary_business_name": "OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC",
  "legal_name": "OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Fremont",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2024-07-23",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2025-05-28",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332362",
  "city_as_filed": "FREMONT",
  "url": "https://advisorcensus.com/firm/open-family-office-ofo-wealth-management-llc-fremont-ca-332362",
  "display_name": "Open Family Office (OFO) Wealth Management LLC",
  "summary": "Open Family Office (OFO) Wealth Management LLC is an exempt reporting adviser in Fremont, CA, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Open Family Office (OFO) Wealth Management LLC (CRD 332362): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Open Family Office (OFO) Wealth Management LLC located?",
      "a": "Open Family Office (OFO) Wealth Management LLC's principal office is in Fremont, CA, according to its Form ADV."
    },
    {
      "q": "How does Open Family Office (OFO) Wealth Management LLC report to regulators?",
      "a": "Open Family Office (OFO) Wealth Management LLC is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 332362."
    },
    {
      "q": "Does Open Family Office (OFO) Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332362"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-05-28"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/open-family-office-ofo-wealth-management-llc-fremont-ca-332362.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332362",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}