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Matthew James Martinez

OPUS PRIVATE WEALTH GROUP, LLC·ORANGE, California
Clean recordOPUS PRIVATE WEALTH GROUP, LLC
500 N. STATE COLLEGE BLVD., ORANGE, CA 92868CRD# 4122278Firm CRD# 171317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew James Martinez · ORANGE, CA
Registration
CRD #4122278 · OPUS PRIVATE WEALTH GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew James Martinez is a registered financial advisor based in ORANGE, California, affiliated with OPUS PRIVATE WEALTH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OPUS PRIVATE WEALTH GROUP, LLC
OPUS PRIVATE WEALTH GROUP, LLC
AUM
$26M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OPUS PRIVATE WEALTH GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4122278
Firm CRD# 171317
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew James Martinez offer?
Matthew James Martinez specializes in Financial Planning, Investment Management. Contact their office in ORANGE, California for a consultation.
What are Matthew James Martinez's credentials?
Matthew James Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Martinez located?
Matthew James Martinez is based in ORANGE, California, working with OPUS PRIVATE WEALTH GROUP, LLC. Their office serves clients in the ORANGE metropolitan area and surrounding communities.
How does Matthew James Martinez charge for services?
Matthew James Martinez's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPUS PRIVATE WEALTH GROUP, LLC?
OPUS PRIVATE WEALTH GROUP, LLC has approximately 2 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPUS PRIVATE WEALTH GROUP, LLC

Bradley Damon Chapman
ORANGE, CA

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Research
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