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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.
Reported data analysis
What the numbers show
Between May 6, 2025 and February 25, 2026, reported AUM increased 25.4%, from $102.0M to $128.0M.
Across 3 reported observations, AUM increased 385.7% between December 10, 2014 and February 25, 2026, from $26.4M to $128.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 142 clients, or 47.3 clients per representative. That equates to $901.3K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on February 25, 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
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The full Opus Private Wealth Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Opus Private Wealth Group, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.