Dennis Ryan Romney
Investment adviser representative at Opportunus Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$102.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Opportunus Wealth Management, LLCMay 2019 to now
- Global Retirement Partners, LLCAug 2016 to Apr 2019
- LPL Financial, LLCAug 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (UT).
Opportunus Wealth Management, LLC
$102.9MAssets managed
190Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5756865
- Firm CRD
- 300141