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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2014
- Office Locations
- 2
Office Locations
About Opus Private Wealth Group, LLC
Opus Private Wealth Group is a California-based wealth management firm serving individuals, families, and business owners with highly tailored financial planning, investment advisory, and insurance services. The team builds personalized roadmaps from asset allocation through implementation, and helps coordinate clients’ financial, tax, and legal teams. Investment implementation is ETF-centric, with ongoing monitoring and adjustments through life events.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BRADLEY DAMON CHAPMAN
Managing Member, Wealth Manager
- CRD
- #4457480
- Ownership
- 50% but less than 75%
MATTHEW JAMES MARTINEZ
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #4122278
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DARIN BRITTON GUTHRIE
--
- CRD
- #4634982
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,983,745 | $319,161 |
| Non-Discretionary | $0 | -- |
| Total | $127,983,745 | $319,161 |
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Separately Managed Accounts
Total SMA Asset: $127,983,745
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $326,381,465 | 100.0% |
| Total | $326,381,465 | 100.0% |