OPUS FINANCIAL SOLUTIONS LLC

Overview

Opus Financial Solutions LLC is an independent registered investment adviser focused on serving individuals and families, with a particular emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates under a mixed fee model — percentage of assets under management, hourly charges and fixed fees — which supports both ongoing advisory relationships and project-based planning work. Registered in 2021 and owned by an individual, the adviser runs a discretionary practice that relies heavily on public funds and third‑party alternative managers rather than in‑house proprietary products. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices