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Opportunus Wealth Management, LLC

● SEC registered since 2021CRD 300141SEC# 801-122422
Export (members)
Reg. AUM
$77.2M
Employees
3
Accounts
306
Location
—

Opportunus Wealth Management, LLC assets under management

Opportunus Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $77.2 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/opportunus-wealthView on SEC.gov ↗

Opportunus Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Garrett Douglas Dastrup ControlManaging Principal/CcoOver 75%2019

Frequently asked questions

How much does Opportunus Wealth Management, LLC manage?

Opportunus Wealth Management, LLC reports $77.2 million in regulatory assets under management on its Form ADV.

How many employees does Opportunus Wealth Management, LLC have?

Opportunus Wealth Management, LLC reports 3 employees.

Does Opportunus Wealth Management, LLC disclose fund performance?

Opportunus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone253-254-5078
Office hours9:00a.m.-7:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$77.2M
Non-discretionary$0
Total (RAUM)$77.2M