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Delante Lendell Greer

Opulentia, LLC

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About Delante Lendell Greer

Delante Lendell Greer is a financial advisor registered in Maryland and Illinois. Delante has been a financial professional since 2014. Delante is an Investment Advisor Representative of Opulentia, LLC and provides investment advice to individuals, and high-net-worth individuals. Delante has a Series 65 license. Delante also provides financial planning and educational seminars.

Firm Information

Delante Greer is currently registered with Opulentia, LLC. Opulentia, LLC is an investment advisor registered with the SEC. With over $31.5 million in regulatory assets under management, they serve a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Their services include financial planning, portfolio management for individuals, and educational seminars. They are also active on social media, with profiles on Instagram, Facebook, and Twitter.

$31.50M

Assets Under Management

8

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Delante Greer’s Registration & Firm History

MD

01/01/2025 - Present

Opulentia, LLC (Huntvilley MD)

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Licenses & Designations

IA

Issued 01/31/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Delante Lendell Greer.
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