{"url":"https://nivawealth.com/firms/opulus-304763","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304763","regulatoryAum":104887661,"crd":"304763","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6073404","suffix":null,"lastName":"GREISER","firstName":"RYAN","middleName":"BARRY"},{"crd":"6744742","suffix":null,"lastName":"WALSH","firstName":"FRANCIS","middleName":"MATTHEW"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136843","legalName":"Opulus LLC","displayName":"Opulus","slug":"opulus-304763","website":"https://opulus.us/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/opulus-llc/","xUrl":"https://www.x.com/ryanOpulus","founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"16 North Franklin Street, Suite 302","city":"Doylestown","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"18901"},"tradeNames":[],"registration":{"secApproved":"23 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":566960.3297297297,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":104887661,"discretionary":104887661,"discretionaryAccounts":436,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":147,"regulatoryAum":37820731},{"label":"High-net-worth individuals","clients":38,"regulatoryAum":67066930}],"feePrograms":[{"role":"other","program":"Estate planning assistance","summary":"Estate planning assistance is billed hourly at $150 to $400, separate from the advisory fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049567","versionId":1049567,"submittedOn":"2026-06-25","documentName":"OPULUS LLC FORM ADV DISCLOSURE BROCHURE"},{"role":"other","program":"Financial planning and consulting","summary":"Hourly financial planning and consulting is $150 to $400 an hour; annual planning fees generally range from $1,750 to $20,000 a year.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049567","versionId":1049567,"submittedOn":"2026-06-25","documentName":"OPULUS LLC FORM ADV DISCLOSURE BROCHURE"},{"role":"other","program":"Pension consulting","summary":"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).","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049567","versionId":1049567,"submittedOn":"2026-06-25","documentName":"OPULUS LLC FORM ADV DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:24:57.802183+00:00","documents":[{"name":"OPULUS LLC FORM ADV DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049567","versionId":1049567,"submittedOn":"2026-06-25"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":104887661}],"custodyNote":"Opulus does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ryan Greiser","title":"Managing Member/Owner/Chief Compliance Officer","crd":"6073404"},{"name":"Francis Walsh","title":"Member/Owner","crd":"6744742"}],"ownership":[{"label":"Ryan Greiser","detail":"Managing member/owner/chief compliance officer in the 75% or more ownership band and a control person, since May 2009."},{"label":"Francis Walsh","detail":"Member/owner in the 10% to 25% ownership band and a control person, since May 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"16 North Franklin Street, Suite 302","city":"Doylestown","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"215-859-8095","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":6},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":69},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"25 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304763/PDF/304763.pdf","brochureDate":"25 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049567","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Opulus have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Opulus offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Opulus use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Opulus have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Opulus invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Opulus?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Opulus get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Opulus?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}