Opportunus Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 300141
- Registered since
- September 30, 2021
- Website
- www.opportunuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI74.8%
- Individuals25.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Opportunus Wealth Management, LLC is an independent, SEC-registered RIA organized as an LLC and established as an advisory firm in 2021. The business is owned by an individual and serves both individual/family clients and institutional or business clients. Core services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm uses multiple fee arrangements — percentage-of-AUM, hourly billing, fixed fees and performance-based fees — and reports it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities18%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Dennis Romney
Wealth ManagerCRD 5756865
Garrett Dastrup
Managing PrincipalCRD 4962662
Christopher Cubbage
FounderCRD 2174141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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