# Open Family Office (OFO) Wealth Management LLC

> 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.

- CRD: 332362
- Filed as: OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Fremont, CA
- Filing period: October 2026
- Form ADV filing dated: May 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332362
- AdvisorCensus page: https://advisorcensus.com/firm/open-family-office-ofo-wealth-management-llc-fremont-ca-332362

## Quick answers

**Where is Open Family Office (OFO) Wealth Management LLC located?**
Open Family Office (OFO) Wealth Management LLC's principal office is in Fremont, CA, according to its Form ADV.

**How does Open Family Office (OFO) Wealth Management LLC report to regulators?**
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.

**Does Open Family Office (OFO) Wealth Management LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Firm details
- Reporting since: 2024 (2 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | July 23, 2024 |
| October 2025 | Not reported | Not reported | May 28, 2025 |
| October 2026 | Not reported | Not reported | May 28, 2025 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Open Family Office (OFO) Wealth Management LLC (CRD 332362): Form ADV filing data as of October 2026.