# Opulus

> Opulus is an SEC-registered investment advisory firm in Doylestown, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 304763
- Filed as: OPULUS
- Legal name: Opulus LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Doylestown, PA
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304763
- AdvisorCensus page: https://advisorcensus.com/firm/opulus-doylestown-pa-304763

## Quick answers

**How is Opulus compensated?**
On its Form ADV (Item 5.E, October 2026), Opulus reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Opulus located?**
Opulus' principal office is in Doylestown, PA, according to its Form ADV.

**Is Opulus registered with the SEC or a state?**
Opulus is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 304763.

**How much does Opulus manage?**
Opulus reports $104,887,661 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Opulus serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (38).

**Which custodians does Opulus use?**
Opulus' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Opulus report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304763

**What changed in Opulus' recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $104,887,661
- Discretionary: $104,887,661
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $37,820,731 |
| High net worth individuals | 38 | $67,066,930 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- opulus.us
- Facebook @Opulusllc
- Instagram @opulusllc
- LinkedIn @opulus-llc
- X @FranWalsh73
- X @Greiser
- X @ryanOpulus

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Opulus (CRD 304763): Form ADV filing data as of October 2026.