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OPUS PRIVATE WEALTH GROUP, LLC

CRD 171317 · SEC 801-132215

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500 N. STATE COLLEGE BLVD, SUITE 1100, ORANGE, CA, 92868, United States

Phone

714-660-7490

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$128.0M

Discretionary AUM

$128.0M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals107$32.8M
High net worth individuals35$95.2M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD