Opulus
14yrs
14 years in the industry
About the firm
A registered investment advisory firm based in Doylestown, Pennsylvania. It manages about $105 million for roughly 185 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Other fees
Typical client size ?$566,960
Assets under management ?$105 million
Individual clients185
Median years of experience12
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Advisors at Opulus
2Advisors
12Median years of experience
1States with offices
–Offices
Also known as
Opulus LLC
About Opulus
How do I contact Opulus?
Call the main office at (215) 859-8095. The main office is at 16 North Franklin Street Suite 302, Doylestown, PA 18901.
How is Opulus paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does Opulus offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers, Other services.
How many advisors work at Opulus?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.