Opulus

Overview

Opulus is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and operates as a capital allocator, making third-party alternative fund allocations in addition to managing public portfolios. Service lines include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and adviser selection. Opulus also functions as an insurance broker and uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other fee structures). The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser in the supplied data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices