Opulus provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Opulus reports 185 clients. They include 147 individual clients and 38 high-net-worth individuals. Of its assets, 100.0% ($105M across 436 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 36% |
| High-net-worth individuals | 21% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 147 | $37.8M | 36.1% | $257K |
| High-net-worth individuals | 38 | $67.1M | 63.9% | $1.76M |
| Total | 185 | $105M | 100% | $567K |
- Clients
- 147
- Regulatory AUM
- $37.8M
- AUM share
- 36.1%
- Avg. per client
- $257K
- Clients
- 38
- Regulatory AUM
- $67.1M
- AUM share
- 63.9%
- Avg. per client
- $1.76M
Total
- Clients
- 185
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- $567K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Opulus is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Estate planning assistance
- Estate planning assistance is billed hourly at $150 to $400, separate from the advisory fee.
- Financial planning and consulting
- Hourly financial planning and consulting is $150 to $400 an hour; annual planning fees generally range from $1,750 to $20,000 a year.
- Pension consulting
- Pension consulting fees are fixed ($900 to $10,000 a year), hourly ($150 to $400), and/or asset-based (0.35% to 0.60% of plan assets).
Ryan Greiser owns 75% or more of Opulus. The leadership team of Opulus includes Chief Compliance Officer Ryan Greiser. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Opulus LLC
Ryan Greiser
Control person · since May 2009
- Owns 10% to 25% of Opulus LLC
Francis Walsh
Control person · since May 2009
Besides its headquarters, Opulus has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 16 North Franklin Street, Suite 302, DoylestownHQ
Contact and registration details
- Legal name
- Opulus LLC
- Headquarters
- 16 North Franklin Street, Suite 302, Doylestown, PA 18901
- Website
- opulus.us
- Phone
- 215-859-8095
- @opulus-llc
- SEC file
- 801-136843
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Opulus’ named custodian for separately managed accounts is Charles Schwab ($105M). Opulus does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $105M100%
At year end, Opulus’ separately managed accounts were mostly in funds (70%) and stocks (21%).
What the accounts hold
- Stocks21%
- Exchange-traded equities20%
- Non-exchange-traded equities1%
- Funds70%
- Registered funds69%
- Pooled vehicles1%
- Bonds7%
- U.S. government and agency bonds6%
- State and local bonds1%
- Cash2%
How many clients does Opulus have?
Opulus has 185 clients and manages $105 million for them, as of June 2026. They include 147 individual clients and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026
What services does Opulus offer?
Opulus provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Opulus use?
Opulus’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $105M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026
How many financial advisors does Opulus have?
Opulus has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Opulus invest in?
At the end of its last fiscal year, Opulus’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 6% U.S. government and agency bonds, 2% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Opulus?
Opulus’ direct owners are Ryan Greiser (75% or more) and Francis Walsh (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 June 2026
How does Opulus get paid?
Opulus is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees 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 Opulus?
Opulus’ main office is at 16 North Franklin Street, Suite 302, Doylestown, PA 18901. Its phone number is 215-859-8095. Its website is opulus.us.