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| Opus Financial Solutions LLC
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|---|---|
| CRD # | 282311 |
| SEC # | 801-121841 |
| CIK # | |
| AUM | $125.3 M (2025-04-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 331-777-5449 |
| Address | 1121 Warren Avenue, Downers Grove, IL 60515 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 17.6 |
| (b) Individuals (high net worth individuals) | 81 | 107.0 |
| (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 | 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 | 1 | 0.7 |
| Total | 130 | 125.3 |
| By Discretionary | ||
| Discretionary | 129 | 122.4 |
| Non-Discretionary | 1 | 2.9 |
| Total | 130 | 125.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.3 | |
| Total | 130 | 125.3 |
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|---|---|---|
|
Strategic Probability Partners LLC
✚
|
0.1 | |
|
The Practical Planner LLC
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|
MA | 0.1 |
|
Hegarty Advisors LLC
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NY | 0.1 |
|
Core Wealth Advisors LLC
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|
IN | 0.1 |
|
James Scott S Co
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|
VA | 0.1 |
|
Liberty Financial Group Inc
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|
WI | 0.1 |
|
Quantum Capital Investments Inc
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|
0.1 | |
|
Integrated Financial Consulting LLC
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|
NY | 0.1 |
|
Byrne & Company Wealth Management LLC
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|
WA | 0.1 |
|
Vilga Financial Planning LLC
✚
|
0.1 |