Opus Private Wealth Group, LLC
● SEC registered since 2025CRD 171317SEC# 801-132215Orange, CA
Reg. AUM
$128M
Employees
3
Accounts
401
Location
Orange, CA
Opus Private Wealth Group, LLC assets under management
Opus Private Wealth Group, LLC is an investment advisory firm registered with the SEC based in Orange, CA. The firm has been registered since 2025. It reports $128 million in regulatory assets under management and employs 3 people.
Opus Private Wealth Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Damon Chapman Control | Managing Member | 50-75% | 2014 |
| Matthew James Martinez Control | Member, Chief Compliance Officer | 50-75% | 2014 |
Frequently asked questions
How much does Opus Private Wealth Group, LLC manage?
Opus Private Wealth Group, LLC reports $128 million in regulatory assets under management on its Form ADV.
How many employees does Opus Private Wealth Group, LLC have?
Opus Private Wealth Group, LLC reports 3 employees.
Where is Opus Private Wealth Group, LLC located?
Opus Private Wealth Group, LLC is based in Orange, CA and has been SEC-registered since 2025.
Does Opus Private Wealth Group, LLC disclose fund performance?
Opus Private Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 N. State College Blvd, Suite 1100, Orange, CA 92868 |
| Phone | 714-660-7490 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$128M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$128Mregulatory AUM
Discretionary $128M