David Adair Savage

Employer firm

Opes Wealth Management, LLC CRD 299704

$822M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 07/2023
  Savage And Company Wealth Management, Llc
  Ashland, OR
• 10/2025 → Present
  Opes Wealth Management, Llc
  Menlo Park, CA
• 07/2023 → 09/2025
  Opes Wealth Management, Llc
  Ashland, OR

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

• S65 Uniform Investment Adviser Law Examination
  2003-04-01
• S63 Uniform Securities Agent State Law Examination
  1994-02-04