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Building 2OPPORTUNUS WEALTH MANAGEMENT, LLC

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Phone253-254-5078
NotebookSEC #801-122422
Total AUM
$102.9M
Employees
3
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-7:00PM
Monday - Friday
Phone
253-254-5078
Other Offices
2

ReceiptFinancials

Total AUM
$102.9M
Accounts
334
Discretionary
$102.9M
Accounts
334
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$25.9M
HNW Individual Clients
36
AUM
$77M
Pension/Profit Sharing Plan Clients
67
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
ORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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