|
⚲
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| Opulus LLC
✚
|
|
|---|---|
| CRD # | 304763 |
| SEC # | 801-136843 |
| CIK # | |
| AUM | $104.9 M (2026-06-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 215-859-8095 |
| Address | 16 North Franklin Street Doylestown, PA 18901 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| 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 |
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|---|---|---|
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|
0.1 | |
|
Wallstreeticom LLC
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NY | 0.1 |
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|
Kukui Tree Capital Management LLC
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|
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0.1 | |
|
V&V Management Group Corporation
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NY | 0.1 |
|
AG Global Advisors LLC
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|
0.1 | |
|
Luminist Capital LLC
✚
|
0.1 |