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OPUS FINANCIAL SOLUTIONS LLC
CRD 282311File 801-121841
APPROVED
Retail clients
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$150.8M
Bottom 25% of cohort (national)
Discretionary AUM
$145.0M
Non-discretionary $5.8M
Clients
136
504 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 23, 2021
- Principal office
- 1121 WARREN AVENUE,, SUITE 230, DOWNERS GROVE, IL, 60515
- Phone
- 331-777-5449
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.8M
- Discretionary AUM
- $145.0M
- Non-discretionary AUM
- $5.8M
- Discretionary accounts
- 491
- Non-discretionary accounts
- 13
- Total accounts
- 504
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $127.2M |
| Individuals (other than high net worth individuals) | 75 | $22.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 137 | 136 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.