Opulus

Opulus is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Doylestown, Pennsylvania. On its latest Form ADV, filed June 25, 2026, it reports $105M in regulatory assets under management, 185 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	304763 · SEC file 801-136843
Office	16 North Franklin Street Suite 302 Doylestown, PA 18901
Phone	(215) 859-8095
Website	www.opulus.us
Regulatory assets under management	$105M
Individual clients	147 non-high-net-worth, 38 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	June 25, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Doylestown

• Archetype Advisors, LLC $260M
• Kohlhepp Investment Advisors, Ltd. $205M
• Aventine Financial Group $153M
• Vama Oak Wealth, LLC $91M
• Clear Capital Management LP $61M
• Axiom Investment Solutions LLC $51M

See all 8 fee-only advisers in Doylestown →

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