Opportunus Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Opportunus Wealth Management reports 190 clients. They include 87 individual clients, 67 pension and profit-sharing plans, and 36 high-net-worth individuals. Of its assets, 100.0% ($103M across 334 accounts) are managed with discretion. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 25% |
| High-net-worth individuals | 19% | 75% |
| Pension and profit-sharing plans | 35% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $25.9M | 25.2% | $298K |
| High-net-worth individuals | 36 | $77M | 74.8% | $2.14M |
| Pension and profit-sharing plans | 67 | $0 | 0.0% | $0 |
| Total | 190 | $103M | 100% | $542K |
- Clients
- 87
- Regulatory AUM
- $25.9M
- AUM share
- 25.2%
- Avg. per client
- $298K
- Clients
- 36
- Regulatory AUM
- $77M
- AUM share
- 74.8%
- Avg. per client
- $2.14M
- Clients
- 67
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 190
- Regulatory AUM
- $103M
- AUM share
- 100%
- Avg. per client
- $542K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Opportunus Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly rate of $500 per hour, negotiable in certain cases and due at completion of the engagement.
- Retirement Plan Consulting
- Hourly fee up to $750, flat fees up to $75,000, or fees based on managed plan assets up to 1%.
Garrett Dastrup owns 75% or more of Opportunus Wealth Management. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Opportunus Wealth Management, LLC
Garrett Dastrup
Control person · since February 2019
Opportunus Wealth Management’s regulatory assets fell from $311M (March 2022) to $103M (March 2026); clients rose from 127 to 190 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $103M | 190 | 3 | 3 |
| Mar 2025March 2025 | $77.2M | 172 | 3 | 3 |
| Mar 2024March 2024 | $68.4M | 171 | 3 | 3 |
| Mar 2023March 2023 | $297M | 160 | 3 | 3 |
| Mar 2022March 2022 | $311M | 127 | 3 | 3 |
Besides its headquarters, Opportunus Wealth Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.
Oregon · 1 listed address
- 5775 Jean Road, Lake Oswego
Choose a state to see its listed addresses.
Other business names
Opportunus Wealth Management has reported 3 other business names to the SEC.
- Opportunus Wealth Management
- Parallax 401k
- Retirement Advocates
Contact and registration details
- Legal name
- Opportunus Wealth Management, LLC
- Headquarters
- Not reported
- Website
- opportunuswealth.com
- Phone
- 253-254-5078
- @opportunus-wealth
- SEC file
- 801-122422
- Structure
- Washington LLC
- Fiscal year end
- December
Opportunus Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($103M). Opportunus Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $103M100%
At year end, Opportunus Wealth Management’s separately managed accounts were mostly in funds (80%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds80%
- Cash2%
How many clients does Opportunus Wealth Management have?
Opportunus Wealth Management has 190 clients and manages $103 million for them, as of March 2026. They include 87 individual clients, 67 pension and profit-sharing plans, and 36 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Opportunus Wealth Management offer?
Opportunus Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Opportunus Wealth Management use?
Opportunus Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Opportunus Wealth Management have?
Opportunus Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Opportunus Wealth Management invest in?
At the end of its last fiscal year, Opportunus Wealth Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Opportunus Wealth Management?
Opportunus Wealth Management’s direct owner is Garrett Dastrup (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Opportunus Wealth Management get paid?
Opportunus Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Opportunus Wealth Management?
Its phone number is 253-254-5078. Its website is opportunuswealth.com.