Matthew Martinez has been Member, Chief Compliance Officer of Opus Private Wealth Group since July 2014, is a control person of the firm and directly owns between 50% and 75% of it. Matthew Martinez holds a B.A. in Business Finance from California State University, Fullerton.
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.
Matthew Martinez is Partner of Opus Private Wealth Group, based in Orange, CA. His listed experience includes Investment Advisor and Chief Compliance Officer at Opus Private Wealth Group (2014), Financial Advisor at Ameriprise Financial (2000) and Agent at IDS Life Insurance Company (2000). He has over 20 years of experience.
Matthew Martinez’s longest registration was 14 years at Ameriprise Financial Services, Inc. (2000–2014). Before joining Opus Private Wealth Group in 2014, Matthew Martinez was registered through Ameriprise Financial Services, Inc.
- – present · 12 yearsAlhambra, CA · Adviser representative · Firm CRD 171317
- Ameriprise Financial Services, Inc.– · 14 yearsOrange, CA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Matthew Martinez is registered as an investment adviser representative in California, since July 2014.
- CaliforniaSince 1 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 April 2000 |
| Series 7 | General Securities Representative Examination | 21 March 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew James Martinez
- CRD
- 4122278
- Firm
- Opus Private Wealth Group · CRD 171317
- Role
- Member, Chief Compliance Officer
- Office
- Alhambra, CA
- Registration
- Investment adviser registration
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- opuspwg.com
Where does Matthew Martinez work?
Matthew Martinez has been Member, Chief Compliance Officer of Opus Private Wealth Group, LLC since July 2014, and is a control person of the firm.
Is Matthew Martinez a financial advisor?
Yes. Matthew Martinez has a current investment-adviser registration in California, through Opus Private Wealth Group since July 2014.
How many years of experience does Matthew Martinez have?
Matthew Martinez has 26 years in the financial industry, since April 2000, across 2 adviser firms.
What exams has Matthew Martinez passed?
Matthew Martinez has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2000.
Where is Matthew Martinez based?
Matthew Martinez’s registered office is in Alhambra, CA.
Is Matthew Martinez registered with FINRA?
No. Matthew Martinez has no current broker registration.
How can I verify Matthew Martinez’s record?
Search CRD 4122278 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Martinez’s full registration record.