Opportunus Wealth Management, LLC

Opportunus Wealth Management, LLC (CRD# 300141) is a financial advisory firm headquartered in Gig Harbor, WA. They manage $68,363,243 in 284 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
11010 Harbor Hill Dr, Ste B602, Gig Harbor, WA 98332
https://www.opportunuswealth.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $240,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX, UT, WA, WY

Financial Advisors at Opportunus Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Cubbage, financial advisor Lake Oswego OR
Christopher E. Cubbage
CRD#: 2174141
5775 Jean Rd Suite 210, Lake Oswego, OR 97035

Christopher Cubbage (CRD# 2174141) is an Investment Advisor Representative working at Opportunus Wealth Management, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.

2
Garrett Dastrup, financial advisor Gig Harbor WA
Garrett D. Dastrup
CRD#: 4962662
Gig Harbor, WA

Garrett Dastrup (CRD# 4962662) is an Investment Advisor Representative working at Opportunus Wealth Management, LLC in Gig Harbor, WA and has over 18 years of experience in the finance industry.

3
Dennis Romney, financial advisor Cottonwood Heights UT
Dennis R. Romney
CRD#: 5756865
Cottonwood Heights, UT

Dennis Romney (CRD# 5756865) is an Investment Advisor Representative working at Opportunus Wealth Management, LLC in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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