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- Custodian
- Betterment · Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-08-2014
- Office Locations
- 2
Office Locations
About Opulen Financial Group, LLC
Opulen Financial Group LLC is a boutique, fee-for-service financial planning and investment management firm serving retail clients such as business owners, entrepreneurs, and retirees. The firm emphasizes highly tailored planning, portfolio construction, and risk management, using vehicles including ETFs, mutual funds, and index strategies. Led by President Thomas Cymer (CFA, CMT, CFP®).
Reported data analysis
What the numbers show
Between May 13, 2025 and January 21, 2026, reported AUM increased 27.0%, from $135.3M to $171.8M.
Across 5 reported observations, AUM increased 52.2% between November 14, 2022 and January 21, 2026, from $112.9M to $171.8M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 1 advisory representatives and 175 clients, or 175 clients per representative. That equates to $981.9K in reported AUM per client.
The profile lists 2 reported office locations and 11 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Opulen Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TOMASZ JOHN CYMER
Chief Compliance Officer, Managing Member, President
- CRD
- #5092012
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Karan Malik
--
- CRD
- #7877517
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,319,851 | $288,713 |
| Non-Discretionary | $3,506,068 | $53,122 |
| Total | $171,825,919 | $264,755 |
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Separately Managed Accounts
SMA allocation detail is available
Opulen Financial Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.