Opus Private Wealth Group, LLC

Opus Private Wealth Group, LLC (CRD# 171317) is a financial advisory firm headquartered in Orange, CA. They manage $42,000,000 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $233,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Opus Private Wealth Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bradley D. Chapman
CRD#: 4457480
Westlake Village, CA 91362

Bradley Chapman (CRD# 4457480) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Westlake Village, CA and has over 17 years of experience in the finance industry. Bradley Chapman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew J. Martinez
CRD#: 4122278
Orange, CA 92868

Matthew Martinez (CRD# 4122278) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Orange, CA and has over 19 years of experience in the finance industry.

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