# Opus Private Wealth Group, LLC

> Opus Private Wealth Group, LLC is an SEC-registered investment advisory firm in Orange, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 171317
- Filed as: OPUS PRIVATE WEALTH GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orange, CA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171317
- AdvisorCensus page: https://advisorcensus.com/firm/opus-private-wealth-group-llc-orange-ca-171317

## Quick answers

**How is Opus Private Wealth Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Opus Private Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Opus Private Wealth Group, LLC charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Hourly rate: $300 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Opus Private Wealth Group, LLC located?**
Opus Private Wealth Group, LLC's principal office is in Orange, CA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Opus Private Wealth Group, LLC registered with the SEC or a state?**
Opus Private Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 171317.

**How much does Opus Private Wealth Group, LLC manage?**
Opus Private Wealth Group, LLC reports $127,983,745 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Opus Private Wealth Group, LLC's assets and staff changed since 2025?**
In the Form ADV data for Opus Private Wealth Group, LLC: Regulatory assets under management: $102,032,653 in the October 2025 data and $127,983,745 in the October 2026 data, up 25%. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Opus Private Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (35).

**Which custodians does Opus Private Wealth Group, LLC use?**
Opus Private Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Opus Private Wealth Group, LLC 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/171317

**What changed in Opus Private Wealth Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $102,032,653 to $127,983,745 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Hourly rate: $300 an hour (financial planning and consulting services)

> We charge on an hourly fee basis for financial planning and consulting services. ... Our hourly fee is $300.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $127,983,745
- Discretionary: $127,983,745
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $32,799,212 |
| High net worth individuals | 35 | $95,184,533 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Calabasas, CA

### Websites listed on Form ADV (Item 1.I)
- opuspwg.com
- Facebook @BradleyChapmanOpus
- X @BChapmanCFP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,032,653 | 2 | May 6, 2025 |
| October 2026 | $127,983,745 | 3 | February 25, 2026 |

Regulatory assets under management: $102,032,653 in the October 2025 data and $127,983,745 in the October 2026 data, up 25%.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $102,032,653 to $127,983,745 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Opus Private Wealth Group, LLC (CRD 171317): Form ADV filing data as of October 2026.