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David Adair Savage

Opes Wealth Management, LLC

Menlo Park, CA

San Diego, CA

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Current Employers
Opes Wealth Management, Llc

535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-05
OR RA APPROVED 2023-07-20
  • CA RA
    APPROVED
    Since 2025-12-05
  • OR RA
    APPROVED
    Since 2023-07-20

Branch Locations

535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States

San Diego, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Savage And Company Wealth Management, Llc Ashland OR 05/2014 07/2023
Opes Wealth Management, Llc Menlo Park CA 10/2025 Present
Opes Wealth Management, Llc Ashland OR 07/2023 09/2025
Previous Registrations
  • 2013-08-30 → 2023-08-02
    Savage And Company Wealth Management, Llc
    Ashland, OR
    Ashland, OR
  • 2011-03-14 → 2013-09-30
    Vari Investor Services Inc
    La Jolla, CA
  • 2003-09-08 → 2011-03-07
    Capstone Wealth Management Group, Llc
    Bend, OR
    Bend, OR
    Escondido, CA
  • 2003-04-25 → 2003-07-22
    Morgan Stanley Dw Inc.
    Bend, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-01
S63 Uniform Securities Agent State Law Examination 1994-02-04
  • S65 Uniform Investment Adviser Law Examination
    2003-04-01
  • S63 Uniform Securities Agent State Law Examination
    1994-02-04

View on SEC IAPD

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