Opus Wealth Management

Overview

The firm operates as Opus Wealth Partners, LLC, an Illinois limited liability company.¹ Opus says Belpointe and the Belpointe Family Office support its independent practice.³ Its website says the firm has delivered planning focused work for more than 20 years.⁴

History

Form ADV identifies Opus Wealth Partners, LLC by CRD 176525 and SEC file number 801-93175.¹ The filing was amended on April 20, 2020.¹ The firm’s website identifies Dallas, Texas as its base.²

Leadership

Loic LeMener is founder and President.⁵ Toby Walters is listed as a CFA and CFP professional.⁶ Gregory Skidmore is CEO, President, and Chief Compliance Officer of Belpointe Asset Management.⁹

Services

Investment management covers valuation based asset allocation, diversified portfolios, private equity, direct equity, private credit, tax efficient placement, tax loss harvesting, and rebalancing.¹³

Wealth planning and tax services include retirement analysis, scenario testing, multiyear tax planning, business coordination, and international coordination through Belpointe specialists.¹²

Estate and succession planning addresses business exits, ownership structures, buy and sell agreements, executive compensation, liquidity, contingencies, and succession.¹³

Governance and family education include client education, direct discussions, and explanations intended to help clients understand decisions, costs, and risks.¹⁰

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Family governance and education
• Private and alternative investments
• Retirement planning
• Cross-border planning

Client focus

Opus identifies retirees, people approaching retirement, business owners, and executives with complex financial needs as target clients.¹⁴ It primarily serves the greater Dallas area and Texas, while also working with clients virtually across the United States.¹⁵ The firm generally seeks clients with about $2 million or more in assets to manage, or a clear path toward that level.¹⁶

Investment philosophy and approach

The firm says its work emphasizes objective advice, fiduciary conduct, realistic expectations, clear explanations, disclosure of costs and risks, and direct conversations with clients.¹⁰ Fidelity Investments, through National Financial Services LLC, is identified as its third party custodian.¹⁷

Assets and minimums

Form ADV reported custody of $31,475,710 for 60 clients as of April 20, 2020.¹ The filing reported eight employees, including six performing investment advisory functions, six registered investment adviser representatives, and six licensed insurance agents.¹

FAQs

Related resources

• LocationMultifamily offices in Dallas

  Use this Dallas directory to compare firms serving wealthy families and business owners in the area. It can help a reader place Opus Wealth Management Group alongside other local options when assessing investment management, planning, tax coordination, estate work, and family governance needs.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com offers practical guides on capital gains rules, taxable events, and planning approaches. A Dallas business owner or family investor can use these materials to prepare questions about investment sales, concentrated holdings, private investments, and how tax planning may fit with broader financial and estate decisions.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers considering Opus Wealth Management Group can use it to learn about governance, education, succession, and the roles that outside advisers may play alongside a family's own financial team.

• GuideHow multifamily offices invest

  This MultifamilyOffices.com guide explains common ways multifamily offices allocate across public markets, private assets, alternatives, and other strategies. It gives prospective clients a framework for discussing risk, liquidity, retirement goals, and access to private or alternative investments with a firm serving complex planning needs.

• Similar firmsAcropolis Capital Partners
  Legacy Knight MFO, LLC
  Lifetime Wealth Management, P.C.

  Reviewing Acropolis Capital Partners, Legacy Knight MFO, LLC, and Lifetime Wealth Management, P.C. gives readers additional firms to research on this site. Comparing their stated services, client focus, and locations with Opus Wealth Management Group can clarify which questions to ask about planning, investments, taxes, and family needs.

Sources

1. Form ADV for Opus Wealth Partners, LLC , accessed 2026-10-23.
2. Opus Wealth Management, About Us , accessed 2026-10-23.
3. Opus Wealth Management, About Us , accessed 2026-10-23.
4. Opus Wealth Management , accessed 2026-10-23.
5. Loic LeMener , accessed 2026-10-23.
6. Opus Wealth Management, Our Team , accessed 2026-10-23.
7. Gregory Skidmore , accessed 2026-10-23.
8. Opus Wealth Management, About Us , accessed 2026-10-23.
9. Comprehensive Financial Planning , accessed 2026-10-23.
10. Work With Us , accessed 2026-10-23.
11. Who We Serve , accessed 2026-10-23.
12. Who We Serve , accessed 2026-10-23.
13. Work With Us , accessed 2026-10-23.
14. Opus Wealth Management, Our Team , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.