OPULUS

OPULUS LLC

CRD 304763

Visit website

16 NORTH FRANKLIN STREET, SUITE 302, DOYLESTOWN, PA, 18901, United States

Phone

215-859-8095

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$88.0M

Discretionary AUM

$88.0M

Team

2 total employees; 2 advisory reps; 11 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; SHARES IN THIRD PARTY ADVISORY FEES

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersBUSINESS MANAGEMENT & CONSULTING SERVICES, ESTATE PLANNING ASSISTANCE

Client types

Type	Clients	AUM
Individuals	137	$33.6M
High net worth individuals	33	$54.4M

All web addresses on file

https://www.instagram.com/opulusllc/?hl=en
https://www.x.com/FranWalsh73
https://www.x.com/ryanOpulus
HTTP://www.OPULUS.US
https://www.facebook.com/Opulusllc/
https://www.linkedin.com/company/opulus-llc/
https://x.com/Greiser

Official SEC filing: View on IAPD