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Opportunus Wealth Management
Opportunus Wealth Management was founded in 2019 by Garrett Dastrup, who leads the executive team alongside Chris Cubbage and Ryan Romney. The firm is a...
Opportunus Wealth Management
Opportunus Wealth Management was founded in 2019 by Garrett Dastrup, who leads the executive team alongside Chris Cubbage and Ryan Romney. The firm is a registered investment advisor headquartered in Gig Harbor, Washington, with additional offices in Lake Oswego, Oregon, and Salt Lake City, Utah, serving a national client base of individuals, high-net-worth families, business owners, and 401(k) plan sponsors. Its wealth-origin ties are not publicly disclosed; the firm's capital derives from its advisory business rather than a single-family fortune. Opportunus deploys capital through highly personalized planning and investment strategies that span public equities, fixed income, and private real estate or credit exposures where client suitability allows. For business-owner clients, the firm consults on entity-level risk, succession planning, and integration of personal and corporate balance sheets. Its 401(k) practice draws on team experience with over a thousand plan sponsors, covering fiduciary oversight, investment selection, and employee education — effectively running a multi-asset, multi-stage advice model without operating a commingled fund or club-deal structure. The firm reports a team of experienced professionals with CFA, CPWA, and CRPC designations, though total assets under management and total professional headcount remain undisclosed. It maintains a full-service footprint across the Pacific Northwest and Intermountain West, with no public record of launching a philanthropic foundation or joining formal peer networks such as Tiger 21 or R360. No dated operational event within the last 24 months was publicly reported beyond standard advisory disclosures. Opportunus's structural differentiator is its business-owner and 401(k) overlay — a combination that functions as a family-office-lite for entrepreneurs who need entity-level coordination alongside personal wealth management. The firm's multi-office, multi-state architecture allows it to serve closely held business ecosystems without the institutional product manufacturing that defines larger bank-owned wealth units, positioning it as an independent fiduciary hub for succession and tax-aware planning.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Gig Harbor
Corporate office
Gig Harbor, WA, United States
Additional offices
Lake Oswego, OR · Salt Lake City, UT
Principals
Garrett Dastrup
CFA®, CPWA®
Chris Cubbage
Executive Team
Ryan Romney
CRPC®
Sector focus
Frequently asked questions
Who runs investment decisions at Opportunus Wealth Management?
The firm's executive team — Garrett Dastrup, CFA, CPWA; Chris Cubbage; and Ryan Romney, CRPC — collectively directs advisory and investment decisions. No further internal committee structure or investment sub-teams are publicly detailed on the firm's website.
Does Opportunus Wealth Management operate as a family office or a traditional wealth manager?
Opportunus is a registered investment advisor structured as a traditional wealth management firm rather than a single-family or multi-family office. It serves multiple client segments — individuals, business owners, and retirement plan sponsors — under a general fiduciary framework, without the dedicated family-office service layers (e.g., bill pay, lifestyle management) that define pure family-office models.
What asset classes does Opportunus deploy client capital into?
The firm constructs portfolios across public equities, fixed income, and, where suitable, private real estate and private credit exposures. Allocations are driven by each client's personalized financial plan rather than a firm-wide model portfolio. The firm does not publicly disclose weightings or specific fund vehicles.
Does Opportunus maintain proprietary investment products or commingled funds?
No. The firm's marketing and regulatory posture describe it as an independent advisor that acts in a fiduciary capacity without manufacturing or distributing proprietary products. It selects investments and strategies based on client needs rather than firm-affiliated funds.
How is Opportunus Wealth Management compensated for its advisory services?
The firm operates on a fee-only basis consistent with its RIA registration, though the exact fee schedule — whether asset-based, flat retainer, or hybrid — is not publicly itemized on its website. Its fiduciary commitment precludes commissions on product sales.
What is Opportunus's known posture on charitable giving and multi-generational transfers?
The firm explicitly integrates charitable gifting and multi-generational wealth transfer into its planning process, working 'closely with clients to preserve their wealth and create a legacy.' No separate philanthropic foundation or donor-advised-fund platform is disclosed as a firm-operated vehicle.
Does Opportunus serve institutional allocators or only private clients?
The firm's disclosed client base is limited to individuals, high-net-worth individuals, business entities, and 401(k) plan sponsors. It makes no public reference to providing outsourced CIO services for endowments, foundations, or pension funds.
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