Jonah H. Blumenthal
Investment adviser representative at Opal Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
7 yearsFirm in business
Are you Jonah H. Blumenthal? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Opal Wealth Advisors, LLCSep 2024 to now
- Rivkin Radler LLPMar 2022 to Jul 2024
- Forchelli Deegan Terrana LLPNov 2017 to Mar 2022
- Greenwald WeissJun 2016 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Opal Wealth Advisors, LLC
$1.2BAssets managed
745Clients
10Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8070448
- Firm CRD
- 289759