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OPUS Private Wealth Group, LLC

EST. AUM
$132,686,825

CONTACTS
2

CLIENT ACCOUNTS
401

Firm Details

Metro area Los Angeles
CRD Number 171317
Website opuspwg.com
Client types

Overview

OPUS Private Wealth Group was created for those individuals, families, and business owners who choose to proactively plan and manage their financial lives in pursuit of their goals. The firm embraces the challenge of leading clients forward through an exciting, but often complex financial world. It is specifically designed to deliver highly tailored financial advice with a strong focus on efficiency and effectiveness. The clients' needs extend past their portfolios, and Opus Private Wealth Group was created to service those life events while minimizing conflict and additional fees. Through trusted partners, the firm curates meaningful value-added services.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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