Bradley Chapman
Bradley Chapman is a CFP-designated registered investment advisor at Opus Private Wealth Group, LLC, based in Westlake Village, CA, with 24 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 142 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are offered through a bundled wrap fee program where your portfolio is managed on an individualized basis. Please refer to the separate wrap fee program brochure for specific details on investment management fees and compensation.
Location
5743 Corsa, Suite 218, Westlake Village, CA, 91362
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is involved in an insurance business since 2014. This investment-related activity requires minimal time.
Employment History
Current Registrations
Opus Private Wealth Group, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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