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OPEROSE ADVISORS LLC
CRD 287465 · SEC 801-118313
731 NORTH WATER STREET, SUITE 790, MILWAUKEE, WI, 53202, United States
Phone
414-209-3280
Fax
414-209-3299
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.04B
Discretionary AUM
$1.49B
Team
20 total employees; 11 advisory reps; 13 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $39.1M |
| High net worth individuals | 302 | $1.51B |
| Pooled investment vehicles | 2 | $205K |
| Charitable organizations | 29 | $276.1M |
| Corporations/business entities | 17 | $109.7M |
States served
CA, IL, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD