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Opportunus Wealth Management, LLC

EST. AUM
$77,201,288

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1

CLIENT ACCOUNTS

Firm Details

Metro area Seattle
CRD Number  300141
Website opportunuswealth.com
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Overview

Opportunus Wealth Management, LLC is a fee-only SEC-registered RIA headquartered in Gig Harbor, WA, with offices in Oregon and Utah. It offers custom financial planning and portfolio management services, focusing on individuals, business owners, and 401(k) plan sponsors. With a team of just three advisors serving more than 170 clients, the firm emphasizes fiduciary responsibility, tailored solutions, and clear client communication, supporting evolving goals through lifetime wealth strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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