Investment adviser · CRD 176525
OPUS WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
OPUS WEALTH PARTNERS, LLC
LISLE, IL, United States · Form ADV filed Apr 20, 2020
- Regulatory AUM
- $246M Form ADV · Item 5.F
- Client accounts
- 1,086 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 598 | $155,501,789 | 63.2% |
| High-net-worth individuals | 72 | $90,571,023 | 36.8% |
| Charities | Fewer than 5 | $94,388 | 0.0% |
Filing source
Form ADV 1414477 · Apr 20, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 20, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1011 WARRENVILLE ROAD, SUITE 155LISLE, IL, 60532, United States
CRD 176525
Filing source
Form ADV 1414477 · Apr 20, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.