CRD: 300141
Opportunus Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2019
- Office Locations
- 3
Office Locations
About Opportunus Wealth Management, LLC
Opportunus Wealth Management provides personalized financial planning and investment management for individuals and business owners, plus fiduciary consulting for 401(k) plan sponsors (investment selection support, employee education, and advocacy with recordkeepers/TPAs). The team brings 30+ years of qualified-plan experience, having worked with 1,000+ plan sponsors. Serves clients nationally with offices in WA, OR, and UT; custodies with Charles Schwab & Co.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Garrett Douglas Dastrup
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4962662
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTOPHER EUGENE CUBBAGE
Founder
- CRD
- #2174141
DENNIS RYAN ROMNEY
Wealth Manager
- CRD
- #5756865
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,895,047 | $308,069 |
| Non-Discretionary | $0 | -- |
| Total | $102,895,047 | $308,069 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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