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OPPORTUNUS WEALTH MANAGEMENT, LLC

CRD 300141 · SEC 801-122422

Visit website

OR, United States

Phone

253-254-5078

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$102.9M

Discretionary AUM

$102.9M

Team

3 total employees; 3 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals87$25.9M
High net worth individuals36$77.0M
Pension/profit sharing plans67—

States served

OR, UT, WY, WA, TX

All web addresses on file

Official SEC filing: View on IAPD