Matthew Martinez, financial advisor Orange CA

Matthew Martinez

CRD Number: 4122278
Current Firm: Opus Private Wealth Group, LLC

Matthew Martinez (CRD# 4122278) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Orange, CA and has over 23 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Orange CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Orange CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Orange CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name Location Dates Years
Opus Private Wealth Group, LLC Orange, CA Jul 2014 - Current 9
American Express Financial Advisors Orange, CA Jan 2000 - Jul 2014 14
Ids Life Insurance Company Long Beach, CA Jan 2000 - Jul 2014 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2000
Contact Info for Matthew J. Martinez
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $468,155
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.