OpVest Wealth Management

OpVest Wealth Management LLC (OWM) is a California based Registered Investment Advisor focusing on providing deep value investment strategies to institutions, families, and individuals across the globe. We are located in Orange County, CA and we are founded by veteran investor and television analysist Andre Julian who is also our CEO and Chief Investment Officer. OWM's … Learn More

OpVest Wealth Management focuses on deep value investing principles inspired by the likes of Warren Buffett, Benjamin Graham, Martin Whitman, Bruce Berkowitz, Wilbur Ross, Seth Klarman etc.  We work with stocks, bonds, options, and all other securities in which we have a deep understanding of.  When taking equity in a company OpVest views itself as a partial owner of the business.  As investors … Learn More