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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Opportunus Wealth Management LLC
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|---|---|
| CRD # | 300141 |
| SEC # | 801-122422 |
| CIK # | |
| AUM | $77.2 M (2025-03-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 253-254-5078 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 18.2 |
| (b) Individuals (high net worth individuals) | 33 | 59.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 63 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 306 | 77.2 |
| By Discretionary | ||
| Discretionary | 306 | 77.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 306 | 77.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 77.2 | |
| Total | 306 | 77.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
|
Sundowner Capital Management LLC
✚
|
OR | 0.1 |
|
Pegasus Group LLC
✚
|
NJ | 0.1 |
|
Revere Wealth Management LLC
✚
|
NY | 0.1 |
|
HTAA LLC
✚
|
IL | 0.1 |
|
Exceed Advisory LLC
✚
|
NY | 0.1 |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
V&V Management Group Corporation
✚
|
NY | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |