OPUS WEALTH PARTNERS, LLC
Legal name: OPUS WEALTH MANAGEMENT GROUP
CRD #176525 SEC #801-93175 LISLE, IL (331) 777-9900
SEC Registered
Total AUM
$246.2M
Discretionary
$246.2M
Employees
8
Clients
251
Accounts
1,086
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2020 | $246.2M | $246.2M | $0 | 8 | 0 |
| Apr 2020 | $246.2M | $246.2M | $0 | 8 | 0 |
| Apr 2020 | $246.2M | $246.2M | $0 | 8 | 0 |
| Apr 2020 | $246.2M | $246.2M | $0 | 8 | 0 |
| May 2019 | $357.9M | $357.9M | $0 | 12 | 0 |
| Mar 2019 | $357.9M | $357.9M | $0 | 12 | 0 |
| Dec 2018 | $347M | $347M | $0 | 23 | 0 |
| Sep 2018 | $347M | $347M | $0 | 23 | 0 |
| Mar 2018 | $347M | $347M | $0 | 23 | 0 |
| Nov 2017 | $291M | $291M | $0 | 25 | 0 |
| Sep 2017 | $217M | $217M | $0 | 25 | 630 |
| Feb 2017 | $217M | $217M | $0 | 25 | 630 |
| Apr 2016 | $148M | $148M | $0 | 11 | 400 |
| Apr 2016 | $148M | $148M | $0 | 11 | 400 |
| Apr 2016 | $148M | $148M | $0 | 11 | 400 |
| Feb 2016 | $148M | $148M | $0 | 11 | 400 |
| Feb 2016 | $208M | $148M | $60M | 11 | 400 |
| Oct 2015 | $138.3M | $138.3M | $0 | 8 | 0 |
| Aug 2015 | $138.3M | $138.3M | $0 | 8 | 0 |
| Aug 2015 | $138.3M | $138.3M | $0 | 8 | 0 |
| Aug 2015 | $138.3M | $138.3M | $0 | 8 | 0 |
| Jul 2015 | $0 | $0 | $0 | 1 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
DateApr 2020
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$357.9M
Discretionary$357.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$357.9M
Discretionary$357.9M
Non-Disc.$0
Employees12
Clients0
DateDec 2018
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees23
Clients0
DateSep 2018
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees23
Clients0
DateMar 2018
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees23
Clients0
DateNov 2017
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees25
Clients0
DateSep 2017
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees25
Clients630
DateFeb 2017
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees25
Clients630
DateApr 2016
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees11
Clients400
DateApr 2016
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees11
Clients400
DateApr 2016
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees11
Clients400
DateFeb 2016
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees11
Clients400
DateFeb 2016
Total AUM$208M
Discretionary$148M
Non-Disc.$60M
Employees11
Clients400
DateOct 2015
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2015
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2015
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2015
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees8
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0