Nolan E. Solano

OPES WEALTH MANAGEMENT

Menlo Park, CA 94025

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CRD#: 4156211

Professional summary

Nolan Eric Solano, who also goes by Nolan E. Solano, is a registered financial advisor currently at OPES WEALTH MANAGEMENT, LLC located in Menlo Park, California.

Nolan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Nolan has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nolan E. Solano

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.

HomeWise Capital Advisors, powered by Edge Home Finance, Inc.; Not Investment-Related; 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762; Home Loans; Independent Mortgage Broker; Start date: 02/22/2023; 125 hours/months; 90 hours per month during trading hours; Involves origination of residential mortgages.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nolan Eric Solano'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®

None

Experience

Current

January 31, 2019 - Present

OPES WEALTH MANAGEMENT, LLC

Office #1: 535 Middlefield Road Suite 160, Menlo Park, CA 94025

RIA

CRD#: 299704

Menlo Park, CA

Past

August 19, 2013 - June 8, 2017

OPES ADVISORS, INC.

RIA

CRD#: 132996

CUPERTINO, CA

Past

May 15, 2000 - November 29, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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

California
(1/31/2019)

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: 8/19/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/31/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/12/2000

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

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Nolan E. Solano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nolan Eric Solano's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPES WEALTH MANAGEMENT, LLC

OPES ADVISORS, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

OPES WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2013

Series 66

Date: 5/31/2000

Series 7

Date: 5/12/2000

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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