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Opportunus Wealth Management LLC
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CRD # | 300141 |
SEC # | 801-122422 |
CIK # | |
AUM | $68.4 MM (2024-03-27) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 253-254-5078 |
Address | 5022 Blue Pebble Ct Gig Harbor, WA 98332 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 74 | 14.7 |
(b) Individuals (high net worth individuals) | 35 | 53.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 62 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 284 | 68.4 |
By Discretionary | ||
Discretionary | 284 | 68.4 |
Non-Discretionary | 0 | 0.0 |
Total | 284 | 68.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 68.4 | |
Total | 284 | 68.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Stratacore Capital Management LLC
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NY | 0.1 |
Winthrop Partners - WPA LLC
✚
|
NY | 0.1 |
St James Investment Advisors LLC
✚
|
NY | 0.1 |
Royale Asset Management LLC
✚
|
NY | 0.1 |
Integrated Planning & Wealth Management LLC
✚
|
IN | 0.1 |
Weatherhelm Capital Management LLC
✚
|
NY | 0.1 |
Lake Road Advisors LLC
✚
|
NY | 0.1 |
Contego Capital Group Inc
✚
|
MN | 0.1 |
Black Hill Capital Partners LLC
✚
|
CA | 0.1 |
Weiss Financial Group LLC
✚
|
NY | 0.1 |