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OPPENHEIMER + CLOSE, LLC

NEW YORK, NY · CRD 15168 · IAPD ↗ · oppvest.com · 212-489-7527

$93.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — OPPENHEIMER + CLOSE, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.