Overview
Assets Under Management: $128 million
Headquarters: ORANGE, CA
High-Net-Worth Clients: 35
Average Client Assets: $2.7 million
Frequently Asked Questions
OPUS PRIVATE WEALTH GROUP, 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 #171317), OPUS PRIVATE WEALTH GROUP, LLC is subject to fiduciary duty under federal law.
OPUS PRIVATE WEALTH GROUP, LLC is headquartered in ORANGE, CA.
OPUS PRIVATE WEALTH GROUP, LLC serves 35 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, OPUS PRIVATE WEALTH GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
OPUS PRIVATE WEALTH GROUP, LLC manages $128 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, OPUS PRIVATE WEALTH GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.37%
Average Client Assets: $2.7 million
Total Client Accounts: 401
Discretionary Accounts: 401
Regulatory Filings
CRD Number: 171317
Filing ID: 2051962
Last Filing Date: 2026-02-25 17:04:30