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).
Current Firm Details
Opus Private Wealth Group, LLC
By the Numbers
-
Total Assets Under Management64MILLION
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Total Number of Accounts137ACCOUNTS
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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
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 23 years of experience in the finance industry.
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