Opus Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

4359 Shady Bend Dr, Dallas, Texas, 75244...

Phone Number

(214) 453-2697

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Opus Wealth Management

Opus Wealth Management is a Dallas-based full-service financial advisor that specializes in assisting individuals with complex financial lives. The firm employs a planning-intensive approach and disciplined investment strategy to help clients minimize blind spots and achieve their financial goals. Backed by the resources of Belpointe and its Family Office, Opus Wealth Management offers comprehensive financial, legal, and tax expertise. Their focus on education empowers clients to make informed decisions for their financial future.Explore more
Opus Wealth Management's Social MediaPopular SearchesOpus Wealth ManagementLincoln Financial Advisors CorpSIC Code 62,628NAICS Code 52,523Show more

Opus Wealth Management Org Chart

PhoneEmail
TM
United States flag for contact location.

Operations Coordinator

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
TW
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Opus Wealth Management

<$5M
1-10
Private
-
2005
TM
Trina MontanoOperations Coordinator
$6.1M
1-10
Private
-
2011
<$5M
11-50
Private
<$5M
2016
<$5M
1-10
Private
-
1980
SV
Steven Van HoutenPresident & Financial Advisor
<$5M
11-50
Private
-
1991
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
-
JM
Jenny MalmquistVice President, Operations & Client Experience
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Opus Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Opus Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Opus Wealth Management.

Opus Wealth Management Tech Stack

A closer look at the technologies used by Opus Wealth Management

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Frequently Asked Questions Regarding Opus Wealth Management

What is Opus Wealth Management's official website?
Opus Wealth Management's official website is www.opuswealth.net
What is Opus Wealth Management's Revenue?
Opus Wealth Management's revenue is <$5 Million
What is Opus Wealth Management's SIC code?
Opus Wealth Management's SIC: 62,628
What is Opus Wealth Management's NAICS code?
Opus Wealth Management's NAICS: 52,523
How many employees does Opus Wealth Management have?
Opus Wealth Management has 1-10 employees
What industry does Opus Wealth Management belong to?
Opus Wealth Management is in the industry of: Finance, Securities Trading
What is Opus Wealth Management competition?
Opus Wealth Management top competitors include: Provider Financial, KRPG Advisors, Kathmere Capital, Kowitz Financial Group
What technology does Opus Wealth Management use?
Some of the popular technologies that Opus Wealth Management uses are: Cloudflare Rocket Loader, WordPress.org, reCAPTCHA, PHP
How do I contact Opus Wealth Management?
Opus Wealth Management contact info: Phone number: (214) 453-2697 Website: www.opuswealth.net
What does Opus Wealth Management do?

Opus Wealth Management is a Dallas-based full-service financial advisor that specializes in assisting individuals with complex financial lives. The firm employs a planning-intensive approach and disciplined investment strategy to help clients minimize blind spots and achieve their financial goals. Backed by the resources of Belpointe and its Family... Office, Opus Wealth Management offers comprehensive financial, legal, and tax expertise. Their focus on education empowers clients to make informed decisions for their financial future.Read More

What are Opus Wealth Management social media links?
Opus Wealth Management Linkedin page Opus Wealth Management Twitter page Opus Wealth Management Facebook page
Is Opus Wealth Management a public company?
Opus Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Opus Wealth Management

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