|
⚲
|
| Keyboard |
| Opus Private Wealth Group LLC
✚
|
|
|---|---|
| CRD # | 171317 |
| SEC # | 801-132215 |
| CIK # | |
| AUM | 128.0 M (2026-02-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 714-660-7490 |
| Address | 500 N State College Blvd Orange, CA 92868 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 32.8 |
| (b) Individuals (high net worth individuals) | 35 | 95.2 |
| (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 | 401 | 128.0 |
| By Discretionary | ||
| Discretionary | 401 | 128.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 401 | 128.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 126.8 | |
| Total | 401 | 128.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Octant Quantitative Investment Management LLC
✚
|
UT | 128.2 M |
|
Bright Advisors LLC
✚
|
CO | 128.2 M |
|
Networth Financial Services LLC
✚
|
GA | 128.1 M |
|
Guardian Capital LLC
✚
|
PA | 128.1 M |
|
Lifespring Wealth Management LLC
✚
|
128.0 M | |
|
Breakwater Financial LLC
✚
|
MA | 127.9 M |
|
Wiser Advisor Group LLC
✚
|
127.8 M | |
|
Split Creek LLC
✚
|
127.7 M | |
|
Global Portfolio Solutions Inc
✚
|
AZ | 127.7 M |
|
Willow Financial LLC
✚
|
AR | 127.6 M |