Opus Private Wealth Group, LLC

Opus Private Wealth Group, LLC (CRD# 171317) is a financial advisory firm headquartered in Orange, CA. They manage $64,137,237 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • 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
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
5743 Corsa, Suite 218, 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 22 years of experience in the finance industry.

2
Matthew J. Martinez
CRD#: 4122278
500 N. State College Blvd, Suite 1100, 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 23 years of experience in the finance industry.

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