Opus Private Wealth Group, LLC

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Client assets under management

$127,983,745

Clients

142

25% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$901,294

About

Opus Private Wealth Group works primarily with individual clients—including high‑net‑worth individuals—as well as trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management through a Wrap Comprehensive Portfolio Management program and provides financial planning and consulting services, sometimes employing third‑party sub‑advisors to implement investment portfolios.

Investment management is delivered on an individualized, discretionary basis through wrapped accounts and supported by an institutional custody and trading relationship. The firm also manages “held‑away” retirement and HSA assets using an order management platform to apply tax‑efficient asset location and opportunistic rebalancing for clients.

Opus’s role as a wrap fee program sponsor is uncommon among peers and the firm limits its comprehensive portfolio management to wrapped accounts. The firm’s principals are licensed insurance agents and may offer commissionable insurance products (a potential conflict the brochure discloses), and the advisory offering also includes atypical planning services for a firm of this size—such as corporate tax and cost segregation consulting and pension consulting—plus the operational practice of absorbing a third‑party platform fee to manage held‑away assets.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies

Fee options

Project-based

$300 per hour for financial planning and consulting services.

Other

Fee-only: Hourly fee of $300 for financial planning and consulting services.

Main office location

Opus Private Wealth Group, LLC

500 N. State College Blvd, Suite 1100

Orange CA 92868, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website 714-660-7490

Advisors at this firm

Darin G

Series 66

Orange, CA

Opus Private Wealth Group, LLC

Darin Guthrie is a financial advisor with Opus Private Wealth Group, LLC in Orange, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Fidelity Investments, and TD Ameritrade. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities with investment advisory and financial planning services. The firm manages approximately $102 million in discretionary assets and offers a firm-sponsored wrap fee program alongside hourly financial planning, emphasizing individualized portfolio construction using a mix of fundamental and technical analysis.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies

Matthew M

Series 66

Orange, CA

Opus Private Wealth Group, LLC

Matthew Martinez is a financial advisor with Opus Private Wealth Group, LLC in Orange, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Opus Private Wealth Group since 2014. Outside of his advisory role, Martinez is involved in vintage trailer restoration through Classic Cans Inc. and serves as CEO of Legacy Private Wealth LLC, where he focuses on tax and estate planning education for clients. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $102 million in discretionary assets. The firm provides investment advisory and financial planning services, emphasizing individualized portfolio construction and offering a firm-sponsored wrap fee program alongside other management and consulting options.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies

Bradley C

CFP®, Series 66

Westlake Village, CA

Opus Private Wealth Group, LLC

Bradley Chapman is a CFP® with 23 years of industry experience and has been with Opus Private Wealth Group, LLC since 2014. He holds a Series 66 license and is based in Westlake Village, CA. In addition to his advisory role, he is involved in an insurance business related to his investment activities. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities with investment advisory and financial planning services. The firm manages approximately $102 million in discretionary assets and offers a firm-sponsored wrap fee program that emphasizes individualized portfolio construction using a mix of fundamental and technical analysis.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies

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