Opus Wealth Management
Opus Wealth Management specializes in families that need help coordinating all facets of their planning. While we don't always work with complex situations, families with overwhelmed with the complexity of their situation are where we shine. Coordinated, cross-disciplinary and proactive planning.with a
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BW
Brent Wood
Operations Coordinator · Operations
EmailPhone - TM
Trina Montano
Operations Coordinator · Operations
EmailPhone - LL
Loic Lemener
President · General Business & Management
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Opus Wealth Management
4 distinct titles indexed · top 4 shown.
- 2operations coordinator
- 1altfest personal wealth management
- 1legal and tax
- 1president
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