Opus Private Wealth Group, LLC's Form ADV discloses 1.50% on the first $1 million, 1.00% on the next $9 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
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 ↓