AdvizorPro

Opulus

Opulus. CRD 304763

Opulus logo

CRD: 304763

Opulus

Doylestown, PA, 18901
2158598095
www.opulus.us
$88.0M Total AUM
$88.0M Disc. AUM
-- 3Y CAGR
2 Employees
181 ADV. Clients
6 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
HarborSignal
Established Date
07-23-2019
Office Locations
1

Office Locations

16 North Franklin Street Suite 302 Doylestown PA

About Opulus

Opulus is a retail RIA focused on millennials and other high earners who want tax-smart planning and portfolio management, including equity compensation and early-retirement strategy. The firm builds dynamic, tax-efficient portfolios and offers access to institutional-level investments. Clients can engage via standalone planning, discretionary investment management, or a bundled Private Client Group; custody includes Schwab.

Team overview

32 AVG AGE
$44.0M AVG AUM / ADVISOR
$486.1K AVG AUM / CLIENT
6.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

Premium access reveals conviction themes in peak atlas.
See the complete signal summary connected to timber summit.
Upgrade to reveal position-level detail across element pioneer.
Unlock to see real insight on glacier quantum.
Full visibility includes strategy notes for crest ridge capital.
Open the full profile to inspect shifts in horizon zenith.
Request access to benchmark trends tied to value.
Unlock to compare peer behavior around signal north.

Asset Classes

Quantum summit Ember Momentum peak Vertex Wave Catalyst Timber

Client Personas

Unison eagle Harbor

Custodian

Crest Ridge capital Bridge Matrix pathway

Fund Managers

Zenith legacy

Investment Themes

Atlas crest Zenith Vector Vector focus

Investment Vehicles

Meridian harbor

Platform

Element

Services

Bridge optima Vector ridge Delta vector Harbor foundation Glacier unison Matrix Vector North Insight frontier Crest

Technology

Delta vital Oak focus

Owner & Executives

RYAN BARRY GREISER

RYAN BARRY GREISER

Chief Compliance Officer, Financial Planner, Founder, Managing Member, Owner

CRD
#6073404
Ownership
75% or more
(491) 231-3200
beacon.unison@foundationcapital.com
in linkedin.com/in/beacon-horizon
F

FRANCIS MATTHEW WALSH

Owner

CRD
#6744742
Ownership
10% but less than 25%
(966) 905-2606
eagle.catalyst@catalystcapital.com
in linkedin.com/in/insight-oak

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $87,977,956 --
Non-Discretionary $0 --
Total $87,977,956 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $87,977,956

$88.0M Total SMA
Public Funds:
23.4%
Equity - Exchange:
23.2%
U.S. Government/Agency:
6.8%
Cash:
19.3%
Equity - OTC:
9.9%
Municipal Bonds:
12.4%
Private Funds:
5.0%
Asset class Assets Assets %
Public Funds $1,547,891,556 23.4%
Equity - Exchange $1,534,661,714 23.2%
U.S. Government/Agency $449,814,640 6.8%
Cash $1,276,679,788 19.3%
Equity - OTC $654,877,197 9.9%
Municipal Bonds $820,250,226 12.4%
Private Funds $330,746,059 5.0%
Total $6,614,921,180 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform