Opulus LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Opulus LLC
CRD #304763
SEC #801-136843
CIK #
AUM 104.9 M (2026-06-25)
Employees 2 (100% Investors, 0% Brokers)
Phone215-859-8095
Address16 North Franklin Street
Doylestown, PA 18901
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($M)
1108866442202010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 147 37.8
(b) Individuals (high net worth individuals) 38 67.1
(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 0 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 436 104.9
By Discretionary
Discretionary 436 104.9
Non-Discretionary 0 0.0
Total 436 104.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 104.9
Total 436 104.9
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients3
ServesInstitutional, Retail
Comparable Firms State AUM
Guided Wealth LLC
105.3 M
Wallstreeticom LLC
NY 105.2 M
Institutional Investment Advisors Corp
NY 105.2 M
Kukui Tree Capital Management LLC
CA 105.2 M
Clout Capital Investment Managers LLC
FL 105.0 M
Graeter Wealth Advisors LLC
KY 104.9 M
TH Financial LLC
104.8 M
V&V Management Group Corporation
NY 104.8 M
AG Global Advisors LLC
104.7 M
Luminist Capital LLC
104.6 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com