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Bradley Damon Chapman

Opus Private Wealth Group, LLC

Westlake Village, CA

CRD 4457480

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Employer firm

Opus Private Wealth Group, LLC CRD 171317

$128M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Opus Private Wealth Group, Llc

500 N. State College Blvd Suite 1100, Orange, CA 92868 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-12-02
  • CA RA
    APPROVED
    Since 2014-12-02

Branch Locations

5743 Corsa Suite 218, Westlake Village, CA 91362 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Opus Private Wealth Group, Llc Westlake Village CA 07/2014 Present
Previous Registrations
Other Businesses

Insurance Business. Investment-related. 5743 Corsa, Suite 218, Westlake Village, CA 91362. 2014. Not during trading hours. 2.5% of total time devoted.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-16
  • S66 Uniform Combined State Law Examination
    2001-11-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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