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OPULUS

Legal name: OPULUS LLC

CRD 304763File 801-136843
APPROVED
Retail clients
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.9M
Bottom 25% of cohort (national)
Discretionary AUM
$104.9M
Clients
185
436 accounts
Employees
2
Bottom 25% of cohort in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Jul 23, 2026
Principal office
16 NORTH FRANKLIN STREET, SUITE 302, DOYLESTOWN, PA, 18901
Phone
215-859-8095

Assets & accounts

ADV Item 5F
Total regulatory AUM
$104.9M
Discretionary AUM
$104.9M
Non-discretionary AUM
$0
Discretionary accounts
436
Non-discretionary accounts
0
Total accounts
436
AUM per client
$567K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals38$67.1M
Individuals (other than high net worth individuals)147$37.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Hourly charges
  • Other (described)SHARES IN THIRD PARTY ADVISORY FEES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.