$171.8M Total AUM
$168.3M Disc. AUM
14.2% 3Y CAGR
1 Employees
175 ADV. Clients
11 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Unison harbor
- Established Date
- 12-08-2014
- Office Locations
- 2
Office Locations
3101 Wilson Blvd Suite 500 Arlington VA
-- Washington DC
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®).
Team overview
-- AVG AGE
$171.8M AVG AUM / ADVISOR
$981.9K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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See the complete signal summary connected to atlas.
Asset Classes
Harbor unison Meridian value Ridge
Client Personas
Catalyst delta Meridian focus Harbor
Custodian
Pathway radial Horizon crest Momentum Pioneer vertex Horizon peak
Investment Themes
Pathway Glacier Legacy North Alpha summit
Investment Vehicles
Optima pioneer Legacy
Platform
Bridge optima
Services
Harbor Foundation Bridge unison North Bridge Summit focus Matrix summit Vertex Wave beacon Meridian vector Radial Element
Technology
Zenith signal
Owner & Executives
TOMASZ JOHN CYMER
Chief Compliance Officer, Managing Member, President
- CRD
- #5092012
- Ownership
- 75% or more
(840) 406-9389
atlas.prime@bridgecapital.com
in linkedin.com/in/capital-prime
Showing 1 of 1 owners & executives
Unlock allContacts
K
Karan Malik
--
- CRD
- #7877517
(496) 917-6962
oak.beacon@optimacapital.com
in linkedin.com/in/optima-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $171,825,919
Public Funds:
46.5% Equity - Exchange:
29.4% Cash:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,167,802,853 | 46.5% |
| Equity - Exchange | $2,002,868,901 | 29.4% |
| Cash | $1,641,807,500 | 24.1% |
| Total | $6,812,479,254 | 100.0% |