Overview
Assets Under Management: $103 million
High-Net-Worth Clients: 36
Average Client Assets: $2.1 million
Frequently Asked Questions
OPPORTUNUS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300141), OPPORTUNUS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OPPORTUNUS WEALTH MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, OPPORTUNUS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
OPPORTUNUS WEALTH MANAGEMENT, LLC manages $103 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, OPPORTUNUS WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.80%
Average Client Assets: $2.1 million
Total Client Accounts: 334
Discretionary Accounts: 334
Regulatory Filings
CRD Number: 300141
Filing ID: 2065083
Last Filing Date: 2026-03-30 11:43:49