Firm
Opportunus Wealth Management
Gig Harbor, Washington
Fee-only
Opportunus Wealth Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 123 individual clients, 36 of them high net worth.
- Its average account is about $308,000 (assets it manages divided by its 334 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Gig Harbor, Washington |
|---|---|
| Website | opportunuswealth.com |
| [email protected] | |
| Phone | (253) 254-5078 |
Opportunus Wealth Management fees
Opportunus Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $103 million |
| Individual clients | 87 |
| High-net-worth clients | 36 |
| Accounts managed | 334 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-122422) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 300141 |