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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 20, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARPER, JEFFERY, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARPER, JEFFERY, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HARPER, JEFFERY, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEVEL FOUR ADVISORY SERVICES | DE | OWNER | E | Control |
| LEVEL FOUR ADVISORY SERVICES | DE | AS 100% DIRECT OWNER | E | Control |
| LEVEL FOUR ADVISORY SERVICES | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | DE | LEVEL FOUR ADVISORY SERVICES | E | |
| LEVEL FOUR ADVISORY SERVICES, LLC | DE | LEVEL FOUR ADVISORY SERVICES | E | |
| LEVEL FOUR GROUP, LLC | DE | LEVEL FOUR ADVISORY SERVICES, LLC | E | Control |
| LEVEL FOUR GROUP, LLC | DE | LEVEL FOUR ADVISORY SERVICES | E | Control |
Registrations
Federal
IA
Apr 20, 2020 REGISTERED
Notice Filings (9)
AR AZ FL IL IN NC SC TX WI
Address
1011 WARRENVILLE ROADSUITE 155
LISLE, IL 60532
United States
Phone: (331) 777-9900