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Firm profile

Opulus

DOYLESTOWN, PACRD 304763Registration Status: ApprovedEffective since July 23, 2026Latest ADV June 25, 2026

Opulus is an SEC registered investment adviser organized as a limited liability company with a primary office location in Doylestown, PA. Its latest Form ADV filing, dated June 25, 2026, reports $105M in regulatory assets under management, 2 employees, and 436 accounts.

Assets Under Management
$105M
Employees
2
Offices
--
Total Clients
185
Primary office
DOYLESTOWN, PA
16 NORTH FRANKLIN STREET, SUITE 302, DOYLESTOWN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORyan B. Greiser

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.5% of total clients.
Top client categories% of clientsClients
1
Individuals
79.5%
147
2
HNWI
20.5%
38

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$105Mas of June 25, 2026
Discretionary100.0%
$105M
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$105M
Total Accounts436
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee93:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.