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OPPORTUNUS WEALTH MANAGEMENT, LLC

· CRD 300141 · IAPD ↗ · 253-254-5078

$102.9MRegulatory AUM
3Advisory reps
3Employees
4Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — OPPORTUNUS WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2026 — OPPORTUNUS WEALTH MANAGEMENT, LLC reported RAUM up 33% ($77.2M -> $102.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — OPPORTUNUS WEALTH MANAGEMENT, LLC notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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