ARLINGTON, VACRD 173963Latest ADV January 21, 2026
Opulen Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington, VA. Its latest Form ADV filing, dated January 21, 2026, reports $172M in regulatory assets under management, 1 employee, 2 offices, and 649 accounts.
Assets Under Management
$172M
Employees
1
Offices
2 offices
Total Clients
172
Primary office
ARLINGTON, VA
3101 WILSON BLVD, SUITE 500, ARLINGTON, VA, United States
Top client segmentIndividuals represent 68.6% of total clients.
Top client categories% of clientsClients
1
Individuals
68.6%
118
2
HNWI
31.4%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of January 21, 2026
Discretionary98.0%
$168M
98% of total RAUM98.0%
Non-discretionary2.0%
$4M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$172M
Total Accounts649
10Y AUM Change+$59M (+52.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee172:1
10Y Employee Change0 (0.0%)
* 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.