Opus Private Wealth Group, LLC
Opus Private Wealth Group, LLC (CRD# 171317) is a financial advisory firm headquartered in Orange, CA. They manage $80,530,870 in 138 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Opus Private Wealth Group, LLC
By the Numbers
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Total Assets Under Management81MILLION
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Total Number of Accounts138ACCOUNTS
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Average Account Value$583,557
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Opus Private Wealth Group, LLC
1
Bradley Chapman (CRD# 4457480) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Westlake Village, CA and has over 22 years of experience in the finance industry.
2
Matthew Martinez (CRD# 4122278) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Orange, CA and has over 24 years of experience in the finance industry.
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