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Andrew Keith Block

Opes Wealth Management, LLC

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About Andrew Keith Block

Andrew Block is a financial advisor based in Menlo Park, California. Andrew has been in the financial services industry since November 2005 and is currently employed by Opes Wealth Management, LLC. Andrew is a registered Investment Advisor Representative in California. Andrew is committed to providing comprehensive financial planning and investment management services to high-net-worth individuals and corporations.

Firm Information

Andrew Block is currently registered with Opes Wealth Management, LLC. Opes Wealth Management, LLC is a registered investment advisor based in Menlo Park, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Opes Wealth Management has approximately $589,916,182 in regulatory assets under management.
Opes Wealth Management, LLC

535 MIDDLEFIELD ROAD

MENLO PARK, CA 94025

$589.92M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Block’s Registration & Firm History

CA

01/31/2019 - Present

Opes Wealth Management, LLC (MENLO PARK CA)

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Licenses & Designations

IA

Issued 12/05/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Keith Block.
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