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OPUS FINANCIAL SOLUTIONS LLC
CRD 282311 · SEC 801-121841
1121 WARREN AVENUE,, SUITE 230, DOWNERS GROVE, IL, 60515, United States
Phone
331-777-5449
Fax
708-377-2425
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.8M
Discretionary AUM
$145.0M
Team
4 total employees; 3 advisory reps; 21 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $22.7M |
| High net worth individuals | 61 | $127.2M |
States served
CO, IL, MN
All web addresses on file
Official SEC filing: View on IAPD