Opus Private Wealth Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Opus Private Wealth Group reports 142 clients. They include 107 individual clients and 35 high-net-worth individuals. Of its assets, 100.0% ($128M across 401 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $390M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 26% |
| High-net-worth individuals | 25% | 74% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 107 | $32.8M | 25.6% | $307K |
| High-net-worth individuals | 35 | $95.2M | 74.4% | $2.72M |
| Total | 142 | $128M | 100% | $901K |
- Clients
- 107
- Regulatory AUM
- $32.8M
- AUM share
- 25.6%
- Avg. per client
- $307K
- Clients
- 35
- Regulatory AUM
- $95.2M
- AUM share
- 74.4%
- Avg. per client
- $2.72M
Total
- Clients
- 142
- Regulatory AUM
- $128M
- AUM share
- 100%
- Avg. per client
- $901K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Opus Private Wealth Group charges up to 1.50% a year for its Wrap Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Fee details and sources
Bradley Chapman owns 50% to 75% of Opus Private Wealth Group. The leadership team of Opus Private Wealth Group includes Chief Compliance Officer Matthew Martinez. It has 3 employees.
Leadership
Matthew MartinezMember, Chief Compliance Officer- Bradley ChapmanManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Opus Private Wealth Group, LLC
Bradley Chapman
Control person · since July 2014
- Owns 50% to 75% of Opus Private Wealth Group, LLC
Matthew Martinez
Control person · since July 2014
Opus Private Wealth Group’s regulatory assets grew from $102M (May 2025) to $128M (February 2026); clients were 142 in both filings and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $128M | 142 | 3 | 2 |
| May 2025 | $102M | 140 | 2 | 2 |
Besides its headquarters, Opus Private Wealth Group has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 500 N. State College BLVD, Suite 1100, OrangeHQ
- 26565 W Agoura Road, Calabasas
Contact and registration details
- Legal name
- Opus Private Wealth Group, LLC
- Headquarters
- 500 N. State College BLVD, Suite 1100, Orange, CA 92868
- Website
- opuspwg.com
- Phone
- 714-660-7490
- SEC file
- 801-132215
- Structure
- California LLC
- Fiscal year end
- December
Opus Private Wealth Group uses Fidelity ($128M) as custodian for its separately managed accounts. Opus Private Wealth Group does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $128M100%
At year end, Opus Private Wealth Group’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Opus Private Wealth Group have?
Opus Private Wealth Group has 142 clients and manages $128 million for them, as of February 2026. They include 107 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Opus Private Wealth Group offer?
Opus Private Wealth Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Opus Private Wealth Group charge?
Opus Private Wealth Group charges up to 1.50% a year for its Wrap Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Which custodians does Opus Private Wealth Group use?
Opus Private Wealth Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $128M. 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 February 2026
How many financial advisors does Opus Private Wealth Group have?
Opus Private Wealth Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Opus Private Wealth Group invest in?
At the end of its last fiscal year, Opus Private Wealth Group’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Opus Private Wealth Group?
Opus Private Wealth Group’s direct owners are Bradley Chapman (50% to 75%) and Matthew Martinez (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Opus Private Wealth Group get paid?
Opus Private Wealth Group is paid through a percentage of assets under management and hourly charges. 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 Opus Private Wealth Group?
Opus Private Wealth Group’s main office is at 500 N. State College BLVD, Suite 1100, Orange, CA 92868. Its phone number is 714-660-7490. Its website is opuspwg.com.