Calvin S. Webster

OPES WEALTH MANAGEMENT

Menlo Park, CA 94025

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CRD#: 7906463

Professional summary

Calvin Sinclair Webster, who also goes by Calvin Webster, is a registered financial advisor currently at OPES WEALTH MANAGEMENT, LLC located in Menlo Park, California.

Calvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Calvin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Calvin Webster

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 Calvin Sinclair Webster'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

October 1, 2025 - Present

OPES WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 299704

Menlo Park, CA

Past

May 30, 2024 - September 26, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

GREENWOOD VILLAGE, CO

Past

April 29, 2024 - September 26, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

GREENWOOD VILLAGE, CO

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
(10/1/2025)

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 66

Date: 5/25/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/29/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/10/2024

Securities Industry Essentials 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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Calvin S. Webster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Calvin Sinclair Webster's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPES WEALTH MANAGEMENT, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

OPES WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/25/2024

Series 7TO

Date: 4/29/2024

SIE

Date: 4/10/2024

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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