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Opus Private Wealth Group, LLC

● SEC registered since 2025CRD 171317SEC# 801-132215Orange, CA
Export (members)
Reg. AUM
$102M
Employees
2
Accounts
362
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 $102 million in regulatory assets under management and employs 2 people.
twitter.com/bchapmancfpView on SEC.gov ↗

Opus Private Wealth Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bradley Damon Chapman ControlManaging Member50-75%2014
Matthew James Martinez ControlMember, Chief Compliance Officer50-75%2014

Frequently asked questions

How much does Opus Private Wealth Group, LLC manage?

Opus Private Wealth Group, LLC reports $102 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 2 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

Address500 N. State College Blvd, Suite 1100, Orange, CA 92868
Phone714-660-7490
Office hours9:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102M
Non-discretionary$0
Total (RAUM)$102M