RIA · CRD 171317SEC-Registered

Updated:

Opus Private Wealth Group

OPUS PRIVATE WEALTH GROUP, LLC is an SEC-registered investment adviser in ORANGE, CA, registered since 2025. The firm manages approximately $128 million in...

Opus Private Wealth Group

OPUS PRIVATE WEALTH GROUP, LLC is an SEC-registered investment adviser in ORANGE, CA, registered since 2025. The firm manages approximately $128 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Opus Private Wealth Group?

No named principal or investment committee member appears in public records or the provided inputs. Without a website, LinkedIn page, or regulatory filing detail, the firm's leadership structure cannot be confirmed.

How does Opus Private Wealth Group source deal flow?

The firm's deal-sourcing model is unknown. It has not publicly described any proprietary sourcing network, partnership with investment banks, or co-investment club membership. No deals or portfolio companies are on record.

Is Opus Private Wealth Group a single-family office or multi-family office?

Public records do not clarify whether the firm is a single-family office or a multi-family office. Its name suggests a pooled private wealth structure, but no official documentation or press coverage specifies its type.

Does Opus Private Wealth Group invest in fund commitments or direct deals?

There is no public information on whether the firm invests through external fund commitments, direct deals, or any other vehicle. No investment activity has been recorded in open sources.

What investment stages does Opus Private Wealth Group target?

No target investment stage has been disclosed. The firm has not published any preferences for venture capital, growth equity, buyouts, or real assets.

What sectors does Opus Private Wealth Group focus on?

Sector preferences are not publicly available. The firm has not listed any sector tags or industry focuses.

How can allocators evaluate Opus Private Wealth Group's track record?

No track record data—such as historical returns, deal flow, or portfolio performance—exists in public domain. Allocators would need to request information directly from the firm.

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