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Kenji Bleicker

Opes Wealth Management, LLC

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About Kenji Bleicker

Kenji Bleicker is a financial advisor with Opes Wealth Management, LLC. Kenji is a Certified Financial Planner™ professional and has been in the financial services industry since April 2007. Kenji is registered with the state of Oregon. Kenji provides portfolio management for individuals and businesses, as well as financial planning services.

Firm Information

Kenji Bleicker 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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Kenji Bleicker’s Registration & Firm History

CA

02/01/2023 - Present

Opes Wealth Management, LLC (MENLO PARK CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenji Bleicker.
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