OPPORTUNUS WEALTH MANAGEMENT, LLC
Adviser information for OPPORTUNUS WEALTH MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Washington, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 284 | $68.4M |
Non-Discretionary | 0 | $0 |
Total | 284 | $68.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 74 | $14.7M |
HNW Individuals | 35 | $53.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 62 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
---|---|
Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
SEC RIA File Number | 801-122422 |
---|---|
SEC ERA File Number | 801-122422 |
SEC CIK Numbers | None |
SEC CRD Numbers | 300141 |
Legal Entity Identifier | None |
Principal Office
5022 BLUE PEBBLE CTGIG HARBOR
WA
United States
Monday - Friday, 9:00AM-7:00PM
Tel: 253-254-5078, Fax: None
Chief Compliance Officer
GARRETT DASTRUP
MANAGING PRINCIPAL
5022 BLUE PEBBLE CT
GIG HARBOR
WA
United States
Tel:
253-254-5078
G******@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Dastrup, Garrett, Douglas | Individual | – | MANAGING PRINCIPAL/CCO | 02/2019 | > 75% |