PB
Peter M. Byrd
OPULENT WEALTH
RICHMOND, VA
Some features on this profile are disabled
CRD#: 7936963
PB
Professional summary
Peter Marshall Byrd, who also goes by Peter M. Byrd, Peter Byrd, is a registered financial advisor currently at OPULENT WEALTH located in Richmond, Virginia.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Peter has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter M. Byrd | Peter Byrd
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Marshall Byrd's 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®
NoneExperience
Current
August 19, 2024 - Present
OPULENT WEALTH
RIA
CRD#: 332007
RICHMOND, VA
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
Virginia(8/19/2024)
Exams
Current Firm
OW
OPULENT WEALTH
OPULENT WEALTH | OPULENT WEALTH, LLC
CRD#: 332007 / SEC#:
Virginia
Registered Investment Advisory firm - (8/19/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Richmond, VA
Mailing Address
Phone number
(804) 946-9146
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 25,631,378 |
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.
