# Opulent Strategies, LLC

> Opulent Strategies, LLC is a state-registered investment advisory firm, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 126837
- Filed as: OPULENT STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126837
- AdvisorCensus page: https://advisorcensus.com/firm/opulent-strategies-llc-126837

## Quick answers

**How is Opulent Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Opulent Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Opulent Strategies, LLC registered with the SEC or a state?**
Opulent Strategies, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 126837.

**How much does Opulent Strategies, LLC manage?**
Opulent Strategies, LLC reports $392,271 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Opulent Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (2); corporations or other businesses not listed above (1).

**Does Opulent Strategies, 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/126837

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $392,271
- Discretionary: $392,271
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $353,005 |
| High net worth individuals | 2 | $37,323 |
| Corporations or other businesses not listed above | 1 | $1,943 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Opulent Strategies, LLC (CRD 126837): Form ADV filing data as of October 2026.