Orange, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$127,983,745
ClientsTotal clients
142
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
500 N. State College Blvd, Suite 1100
Orange CA 92868
Advisors at this office
2
Advisors at this office
Darin G
Series 66
Orange, CA
Opus Private Wealth Group, LLC
Darin Guthrie is a financial advisor with Opus Private Wealth Group, LLC in Orange, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Fidelity Investments, and TD Ameritrade. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities with investment advisory and financial planning services. The firm manages approximately $102 million in discretionary assets and offers a firm-sponsored wrap fee program alongside hourly financial planning, emphasizing individualized portfolio construction using a mix of fundamental and technical analysis.
Matthew M
Series 66
Orange, CA
Opus Private Wealth Group, LLC
Matthew Martinez is a financial advisor with Opus Private Wealth Group, LLC in Orange, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Opus Private Wealth Group since 2014. Outside of his advisory role, Martinez is involved in vintage trailer restoration through Classic Cans Inc. and serves as CEO of Legacy Private Wealth LLC, where he focuses on tax and estate planning education for clients. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $102 million in discretionary assets. The firm provides investment advisory and financial planning services, emphasizing individualized portfolio construction and offering a firm-sponsored wrap fee program alongside other management and consulting options.
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