Opus Private Wealth Group, LLC

Opus Private Wealth Group, LLC is a registered investment adviser based in California, established in 2014 by Matthew Martinez and Bradley Chapman. The firm specializes in providing investment advisory services to individuals, families, and various clients. Opus Private Wealth Group acts as a fiduciary, committed to always acting in the best interest of clients. They offer services such as Wrap Comprehensive Portfolio Management and Financial Planning & Consulting, covering areas like investment planning, retirement planning, estate planning, and more. The firm manages $102,032,653 on a discretionary basis as of December 31, 2024. For fees, they charge $300 per hour for financial planning and consulting services, with a retainer required. Opus Private Wealth Group does not accept performance-based fees and provides a detailed overview of various investment strategies used, including cash & cash equivalents, long-term purchases, short-term purchases, and more. The firm does not have any disciplinary events and discloses information about their financial industry activities, affiliations, and code of ethics. Opus Private Wealth Group utilizes Fidelity Brokerage Services for institutional platform services, including research and brokerage services. They do not accept soft dollars and do not receive client brokerage commissions for their use. Clients have the option to direct brokerage outside the firm's recommendation. Opus Private Wealth Group does not provide financial information in the brochure as they do not require prepayment exceeding $1,200, do not take custody of client funds, and have a sound financial condition.