Opulus

EST. AUM
$87,977,956

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CLIENT ACCOUNTS
403

Firm Details

Metro area Philadelphia
CRD Number 304763
Website opulus.us
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Overview

Opulus, LLC is a fee-only, Pennsylvania-registered investment adviser serving high-earning professionals and households. It coordinates investment management, tax strategy, equity compensation, income planning, and estate planning. The firm reports serving 182 households and managing $105 million in assets.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Opulus

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