Overview
Assets Under Management: $347 million
Headquarters: LISLE, IL
High-Net-Worth Clients: 105
Average Client Assets: $1.7 million
Frequently Asked Questions
OPUS WEALTH MANAGEMENT GROUP 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 #176525), OPUS WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
OPUS WEALTH MANAGEMENT GROUP is headquartered in LISLE, IL.
OPUS WEALTH MANAGEMENT GROUP serves 105 high-net-worth clients according to their SEC filing dated September 28, 2018. View client details ↓
According to their SEC Form ADV, OPUS WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OPUS WEALTH MANAGEMENT GROUP manages $347 million in client assets according to their SEC filing dated September 28, 2018.
According to their SEC Form ADV, OPUS WEALTH MANAGEMENT GROUP 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.87%
Average Client Assets: $1.7 million
Total Client Accounts: 1,843
Discretionary Accounts: 1,843
Regulatory Filings
CRD Number: 176525
Filing ID: 1236813
Last Filing Date: 2018-09-28 14:11:00