David A. Savage

OPES WEALTH MANAGEMENT

Ashland, OR 97520

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CRD#: 2443187

Professional summary

David Adair Savage, CFP® is a registered financial advisor currently at OPES WEALTH MANAGEMENT, LLC located in Ashland, Oregon.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 9 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Adair Savage's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

July 20, 2023 - Present

OPES WEALTH MANAGEMENT, LLC

Office #1: 146 Clear Creek Drive Suite 101, Ashland, OR 97520

RIA

CRD#: 299704

Ashland, OR

Past

August 30, 2013 - August 2, 2023

SAVAGE AND COMPANY WEALTH MANAGEMENT, LLC

RIA

CRD#: 168090

Ashland, OR

Past

March 14, 2011 - September 30, 2013

VARI INVESTOR SERVICES INC

RIA

CRD#: 111148

LA JOLLA, CA

Past

September 21, 2005 - June 25, 2007

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

BEND, OR

Past

July 13, 2004 - September 23, 2005

SYNDICATED CAPITAL, INC.

CRD#: 29037

DIAMOND BAR, CA

Past

September 8, 2003 - March 7, 2011

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 128097

ESCONDIDO, CA

Past

April 25, 2003 - July 22, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BEND, OR

Past

May 25, 1999 - July 22, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 3, 1994 - May 27, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 3, 1994 - May 27, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OPES WEALTH MANAGEMENT, LLC

OPES WEALTH MANAGEMENT, LLC | SAVAGE AND COMPANY WEALTH MANAGEMENT | OWM, LLC

CRD#: 299704 / SEC#: 801-114436

RIA

Registered Investment Advisory firm - (12/14/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/4/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 2/6/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/3/1994

General Securities Representative Examination

Current Firm

OPES WEALTH MANAGEMENT, LLC

OPES WEALTH MANAGEMENT, LLC | SAVAGE AND COMPANY WEALTH MANAGEMENT | OWM, LLC

CRD#: 299704 / SEC#: 801-114436

RIA

Registered Investment Advisory firm - (12/14/2018 Approved)

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Contact information

Main Address

535 Middlefield Road Suite 160, Menlo Park, CA 94025

Mailing Address

Phone number

(408) 831-5800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OPES WEALTH ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	387
AUM (Assets Under Management)	$ 664,729,272

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/30/2024	Cover Page	Report
03/21/2024	Cover Page	Report
03/21/2023	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Savage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Adair Savage's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVAGE AND COMPANY WEALTH MANAGEMENT, LLC

VARI INVESTOR SERVICES INC

PACIFIC WEST SECURITIES, INC.

SYNDICATED CAPITAL, INC.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

OPES WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2003

Series 63

Date: 2/4/1994

Series 31

Date: 2/6/2003

Series 7

Date: 2/3/1994

Current Firm

OPES WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OPES WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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