OF
Open Family Office (Ofo) Wealth Management Llc
State-registered
Multi-Family Office
CRD 332362
· SEC file 802-130969
· Fremont, CA
☆ Save with Pro
ADV data as of May 28, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $27.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 450 Redwood Llc | Real Estate Fund | California | $8.8M | 8 |
| 1577 Pomeroy Llc | Real Estate Fund | California | $6.7M | 7 |
| 1156 Santa Clara St Llc | Real Estate Fund | California | $3.8M | 7 |
| 2060 California Street Llc | Real Estate Fund | California | $3.6M | 5 |
| 1436 Ecr Llc | Real Estate Fund | California | $2.6M | 5 |
| 37228 Walnut Llc | Real Estate Fund | California | $1.8M | 3 |
Private funds (6, $27.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 450 Redwood Llc | Real Estate Fund | $8.8M | $394K | 8 |
| 1577 Pomeroy Llc | Real Estate Fund | $6.7M | $336K | 7 |
| 1156 Santa Clara St Llc | Real Estate Fund | $3.8M | $340K | 7 |
| 2060 California Street Llc | Real Estate Fund | $3.6M | $750K | 5 |
| 1436 Ecr Llc | Real Estate Fund | $2.6M | $280K | 5 |
| 37228 Walnut Llc | Real Estate Fund | $1.8M | $218K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2025 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2025.
View current Form ADV (SEC/IAPD) ↗