Opportunus Wealth Management, Llc
- Regulatory AUM
- $103M
- Discretionary
- $103M
- Clients
- 190
- Avg AUM / client
- $542K
- Accounts
- 334
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 87 | $25.9M | 25.2% |
| High net worth individuals | 36 | $77.0M | 74.8% |
| Pension and profit sharing plans | 67 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Serendipity Center 403(b) Plan Serendipity Center, Inc. | 2024 | |
| Kestrel Engineering Group Plan Kestrel Engineering Group, Inc. | 2024 | |
| Xenium 401(k) Retirement Savings Plan Xenium Resources, Inc. | 2024 | |
| Pcf/Rct 401(k) Profit Sharing Plan Pacific Coast Fruit Company | 2024 | |
| Tok America 401(k) Savings Plan Tokyo Ohka Kogyo America, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Garrett Douglas Dastrup | Managing Principal/Cco | CFA | Feb 2019 (8y) | 75% or more |
| Dennis Ryan Romney | Registered representative | Jul 2019 (7y) | ||
| Christopher Eugene Cubbage | Registered representative | Jul 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Serendipity Center 403(b) Plan | Serendipity Center, Inc. | 96 | $5.0M | 07/01/2024 |
| Kestrel Engineering Group Plan | Kestrel Engineering Group, Inc. | 134 | $18.2M | 01/01/2024 |
| Xenium 401(k) Retirement Savings Plan | Xenium Resources, Inc. | 3,063 | $131M | 01/01/2024 |
| Pcf/Rct 401(k) Profit Sharing Plan | Pacific Coast Fruit Company | 413 | $22.3M | 01/01/2024 |
| Tok America 401(k) Savings Plan | Tokyo Ohka Kogyo America, Inc. | 124 | $10.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $103M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗