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OPUS PRIVATE WEALTH GROUP, LLC

ORANGE, CA · CRD 171317 · IAPD ↗ · 714-660-7490

$128.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — OPUS PRIVATE WEALTH GROUP, LLC reported RAUM up 25% ($102.0M -> $128.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — OPUS PRIVATE WEALTH GROUP, LLC (ORANGE, CA) is newly SEC-registered with $102.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.