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
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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