Opportunus Wealth Management LLC

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Assets, Funds, Holdings

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Opportunus Wealth Management LLC
CRD #300141
SEC #801-122422
CIK #
AUM $68.4 MM (2024-03-27)
Employees 3 (100% Investors, 0% Brokers)
Phone253-254-5078
Address5022 Blue Pebble Ct
Gig Harbor, WA 98332
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 74 14.7
(b) Individuals (high net worth individuals) 35 53.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 62 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 284 68.4
By Discretionary
Discretionary 284 68.4
Non-Discretionary 0 0.0
Total 284 68.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 68.4
Total 284 68.4
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Integrated Planning & Wealth Management LLC
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Weatherhelm Capital Management LLC
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Lake Road Advisors LLC
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Contego Capital Group Inc
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Black Hill Capital Partners LLC
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Weiss Financial Group LLC
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