OPULUS

Overview

Opulus is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities, positioning itself to deliver coordinated advice across investments, insurance, and retirement planning. Opulus acts as a capital allocator, sourcing third-party managers and private placements alongside more traditional public strategies. The firm is not positioned as an ESG-focused manager and does not operate as a multi-state adviser, which suggests a concentrated geographic or regulatory footprint. Investment activity centers on using pooled public funds as the backbone of client portfolios while supplementing those exposures with alternative allocations and insurance products. Service offerings include fee arrangements tied to a percentage of AUM as well as hourly and fixed-fee engagements, allowing flexibility for both ongoing wealth management relationships and project-based planning work. The firm also lists pension consulting and selection of other advisers among its advisory services, indicating it can act as an advisor-of-advisors or outsource coordinator for client-specific mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices