OPULEN FINANCIAL GROUP, LLC

Overview

Opulen Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm targets individual and family clients and combines investment advisory services with insurance brokerage. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting support and client education through seminars and workshops. Fee arrangements are flexible—percentage of assets under management, hourly charges and fixed fees are all used depending on client needs. Investment activity tilts toward public-market pooled vehicles for the bulk of client assets, while the firm also incorporates third-party alternative managers into client portfolios. Opulen is not positioned as an ESG-focused allocator and reports primarily discretionary management. The business is owner-operated (individual owner type) and maintains industry ties to insurance companies in support of its insurance brokerage and planning work.

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Public Holdings

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Location & Offices