Dennis Romney
Opportunus Wealth Management · Cottonwood Heights, Utah
Dennis Romney is a fee-only financial advisor at Opportunus Wealth Management in Cottonwood Heights, Utah. Dennis focuses on retirement planning, tax planning and small business owners. Opportunus Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Opportunus Wealth Management |
|---|---|
| Based in | Cottonwood Heights, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $102.9M across 334 accounts |
| SEC registration | Investment adviser representative in UT · CRD 5756865 |
| Exams passed | Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.opportunuswealth.com |
| Profile |
How Dennis's firm compares
- Opportunus Wealth Management's average account is about $308,000, from its Form ADV (assets managed divided by 334 accounts).
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Questions about Dennis
Is Dennis Romney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Opportunus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Opportunus Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Dennis Romney based?
Dennis Romney is based in Cottonwood Heights, Utah.
What does Dennis specialize in?
Dennis's specialties include retirement planning, tax planning and small business owners.
Is Dennis Romney registered with the SEC?
Yes. Dennis Romney is registered as an investment adviser representative in UT (CRD 5756865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Opportunus Wealth Management manage?
Opportunus Wealth Management reports $102.9M across 334 accounts in assets under management.
How do I contact Dennis Romney?
Through Dennis's website, www.opportunuswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Opportunus Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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