OPEROSE ADVISORS LLC

731 North Water Street
Suite 790
Milwaukee, Wisconsin 53202
Tel: 414-209-3280

About OPEROSE ADVISORS LLC

OPEROSE ADVISORS LLC, formally registered with the SEC as OPEROSE ADVISORS LLC. The firm was established in 03/30/2020. They have over 1 offices throughout the country.

OPEROSE ADVISORS LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,251,622,256 assets under management, offering retirement planning & investment advisory services to 1264 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287465
SEC#	801-118313
Assets Managed by Firm	$1,251,622,256
No. of Clients	1264
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1264	$1,251,622,256
Individuals (other than high net worth individuals)	93	$29,576,651
High net worth individuals	155	$904,484,745
Charitable organizations	18	$194,041,714
Corporations or other businesses	7	$74,114,629

More Retirement Planning firms in Milwaukee, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

Explore More Retirement Advisors in Milwaukee, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.