Bradley Chapman has been Managing Member of Opus Private Wealth Group since July 2014, is a control person of the firm and directly owns between 50% and 75% of it. Bradley Chapman holds a B.A. in Economics from the University of California, Santa Barbara.
Opus Private Wealth Group, LLC is an Orange, CA firm with $128M under management, 142 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Bradley Chapman is Co-Founder of Opus Private Wealth Group, based in Calabasas, CA. His listed experience includes Investment Advisor and Managing Member at Opus Private Wealth Group (2014), Financial Advisor at Ameriprise Financial (2000) and Agent at IDS Life Insurance Company (2000).
Bradley Chapman’s longest registration was 12 years at Ameriprise Financial Services, Inc. (2001–2014). Before joining Opus Private Wealth Group in 2014, Bradley Chapman was registered through Ameriprise Financial Services, Inc.
- – present · 11 yearsWestlake Village, CA · Adviser representative · Firm CRD 171317
- Ameriprise Financial Services, Inc.– · 12 yearsHermosa Beach, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Opus Private Wealth Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Bradley Chapman is registered as an investment adviser representative in California, since December 2014.
- CaliforniaSince 2 December 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 November 2001 |
| Series 7 | General Securities Representative Examination | 7 November 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bradley Damon Chapman
- CRD
- 4457480
- Firm
- Opus Private Wealth Group · CRD 171317
- Role
- Managing Member
- Office
- 5743 Corsa, Suite 218, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- opuspwg.com
Where does Bradley Chapman work?
Bradley Chapman has been Managing Member of Opus Private Wealth Group, LLC since July 2014, and is a control person of the firm.
Is Bradley Chapman a financial advisor?
Yes. Bradley Chapman has a current investment-adviser registration in California, through Opus Private Wealth Group since December 2014.
How many years of experience does Bradley Chapman have?
Bradley Chapman has 24 years in the financial industry, since May 2002, across 2 adviser firms.
What exams has Bradley Chapman passed?
Bradley Chapman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2001.
Where did Bradley Chapman work before Opus Private Wealth Group?
Before Opus Private Wealth Group, Bradley Chapman was registered through Ameriprise Financial Services, Inc., December 2001 to July 2014.
Where is Bradley Chapman based?
Bradley Chapman’s registered office is in Westlake Village, CA.
Is Bradley Chapman registered with FINRA?
No. Bradley Chapman has no current broker registration.
Is Bradley Chapman a CFP?
Opus Private Wealth Group lists Bradley Chapman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bradley Chapman’s record?
Search CRD 4457480 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Chapman’s full registration record.
