Dennis
Romney
Opportunus Wealth Management, LLC
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About this Advisor
Dennis Romney is a financial advisor based in Cottonwood Heights, Utah, working with Opportunus Wealth Management, LLC. Dennis has previously held positions at Principal Financial, Princor, Lpl Financial, LLC, Global Retirement Partners, LLC, and Opportunus Wealth Management. Dennis has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Dennis is part of Opportunus Wealth Management, LLC, which operates out of Cottonwood Heights, Utah. The firm has 2 offices and 3 employees. The firm manages assets totaling $68.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Opportunus Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Opportunus Wealth Management, LLC Brokerage Details
$68,363,243
3
284
$240,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Dennis Romney Work History
Opportunus Wealth Management
Lpl Financial, LLC
Global Retirement Partners, LLC
Principal Financial
Princor
Disclosures
Please visit the SEC profile of Dennis Romney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Opportunus Wealth Management, LLC
Gig Harbor, WA
Cottonwood Heights, UT
Gig Harbor, WA
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