DFX Intelligence

O•• P••• F••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

O•• P••• F••••••

O•• P••• F•••••• LLC, CRD 154804

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:4cf5138d-5602-fba5-aabc-1de044c524ed

Data as of Aug 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 1
Observed: Feb 2, 2017 to Aug 24, 2026
40 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

O•• P••• F••••••

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $714M••• Locked
Discretionary RAUM: $481M
Private client RAUM: $709Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $102Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••••• R•••••• W•••••••	Certified Financial Planner	CHAPEL HILL, NC	16	21	n/a	no
D••••• A••• R••••	Certified Financial Planner	CHAPEL HILL, NC	7	10

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W•••••••• T•••••••• R••••••	CEO / CHIEF COMPLIANCE OFFICER	E	yes	07/2010	Feb 2, 2017	Jul 24, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$714M	$575M	24.1%	$405M	20.8%	9	8	0	0

Relationships

Registered with (11)

← A••••••••• J••••Advisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← A••••• E•••••••• K•••••Advisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← J•••• G•••• M•••••Advisorregistration: current employment
Mar 20, 2024 to presentfactForm ADV
← J••••• J•••• M••

Dated events

Occurred
Jul 5, 2023
Advisor changed firm
Maryanne Gucciardi left O•• P••• F•••••• for Wealthmind Financial Planning (registered 2023-12-08)
Form ADVobserved 7 days ago
Occurred
May 18, 2023
Control person left
Jessica Kathleen Villegas (Chief Compliance Officer) no longer on Schedule A of O•• P••• F•••••• (listed 2023-03-07, absent 2023-05-18)
Form ADVobserved 7 days ago
Occurred
May 18, 2023
Advisor changed firm
Kathleen Jessica Villegas left O•• P••• F•••••• for Ellevest (registered 2023-05-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4cf5138d-5602-fba5-aabc-1de044c524ed
First observed: Feb 2, 2017
Last observed: Aug 24, 2026 29 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.