LP Profile

Opus Financial Solutions

Also known as opus financial solutions

Wealth ManagerDowners Grove, United StatesFounded 2015
$151M
Assets Under Management
Downers Grove
Headquarters
Investment Focus

About Opus Financial Solutions

Opus Financial Solution is a fee-only fiduciary firm providing financial planning, investment management, and tax planning in Boulder, Denver, and Downers Grove.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Opus Financial Solutions from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$150.8M
Total Clients
504
Filing Date
March 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Opus Financial Solutions?

Opus Financial Solutions is a wealth manager based in Downers Grove, United States, managing approximately $151M in assets.

Where is Opus Financial Solutions headquartered?

Opus Financial Solutions is headquartered in Downers Grove, United States.

How much does Opus Financial Solutions manage?

Opus Financial Solutions manages approximately $151M in assets under management.

When was Opus Financial Solutions founded?

Opus Financial Solutions was founded in 2015.

How can I contact Opus Financial Solutions?

Verified contact details, key decision-makers, and investment preferences for Opus Financial Solutions are available on LPbacked. Create a free account to access them.