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Louis Lawrence Odette

Opes Wealth Management, LLC

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About Louis Lawrence Odette

Louis Lawrence Odette is a financial advisor with Opes Wealth Management, LLC. Louis is a registered investment advisor in California. Louis has been in the industry since 2010. Louis has earned the Chartered Financial Analyst designation and has passed the Series 63, Series 7, Series 87 and SIE exams. Louis's previous employment was with CITIGROUP GLOBAL MARKETS INC. Louis has experience providing portfolio management for individuals and selection of other advisors.

Firm Information

Louis Odette 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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Louis Odette’s Registration & Firm History

CA

01/12/2021 - Present

Opes Wealth Management, LLC (Menlo Park CA)

CA

09/19/2019 - 01/30/2020

CITIGROUP GLOBAL MARKETS INC. (San Francisco CA)

CA

01/14/2011 - 02/27/2018

CITIGROUP GLOBAL MARKETS INC. (San Francisco CA)

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Licenses & Designations

BC

Issued 01/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Lawrence Odette.
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