Opus Private Wealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orange, CA. Its latest Form ADV filing, dated February 25, 2026, reports $128M in regulatory assets under management, 3 employees, 1 office, and 401 accounts.
Assets Under Management
$128M
Employees
3
Offices
1 office
Total Clients
142
Primary office
ORANGE, CA
500 N. STATE COLLEGE BLVD, SUITE 1100, ORANGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.4% of total clients.
Top client categories% of clientsClients
1
Individuals
75.4%
107
2
HNWI
24.6%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of February 25, 2026
Discretionary100.0%
$128M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$128M
Total Accounts401
10Y AUM Change+$26M (+25.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.