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OPEROSE ADVISORS LLC
CRD 287465File 801-118313
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.04B
Top 25% of cohort (national)
Discretionary AUM
$1.49B
Non-discretionary $545.0M
Clients
478
1,655 accounts
Employees
20
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 30, 2020
- Principal office
- 731 NORTH WATER STREET, SUITE 790, MILWAUKEE, WI, 53202
- Phone
- 414-209-3280
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.04B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $545.0M
- Discretionary accounts
- 1,307
- Non-discretionary accounts
- 348
- Total accounts
- 1,655
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $109.7M |
| Charitable organizations | 29 | $276.1M |
| High net worth individuals | 302 | $1.51B |
| Pooled investment vehicles | 2 | $205K |
| Individuals (other than high net worth individuals) | 128 | $39.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 | 511 | 478 |
| 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.