OPUS PRIVATE WEALTH GROUP, LLC
CRD #171317 SEC #801-132215 ORANGE, CA 714-660-7490
SEC Registered
Total AUM
$102M
Discretionary
$102M
Employees
2
Clients
0
Accounts
362
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $102M | $102M | $0 | 2 | 0 |
| Feb 2025 | $102M | $102M | $0 | 2 | 0 |
| Feb 2025 | $102M | $102M | $0 | 2 | 0 |
| Dec 2014 | $26.4M | $26.4M | $0 | 2 | 0 |
| Dec 2014 | $26.4M | $26.4M | $0 | 2 | 0 |
| Oct 2014 | $26.4M | $26.4M | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
| Jun 2014 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0
DateDec 2014
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees2
Clients0
DateDec 2014
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2014
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0