Garrett D. Dastrup

OPPORTUNUS WEALTH MANAGEMENT

Gig Harbor, WA

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CRD#: 4962662

Professional summary

Garrett Douglas Dastrup, AIF®, CPWA®, who also goes by Garrett D Dastrup, Garrett Dastrup, is a registered financial advisor currently at OPPORTUNUS WEALTH MANAGEMENT, LLC located in Gig Harbor, Washington.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Garrett has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Garrett D Dastrup | Garrett Dastrup

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) US Bureau of Labor Statistics; No; Postal Square Building, 2 Massachusetts Ave NE, Washington, DC 20212; Research; Economic Assistant; Economic Assistant; 5/13/2019; 80; 16; Garrett Dastrup gathers pricing data for the Bureau of Labor Statistics for the Consumer Price Index.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Douglas Dastrup's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-10-11

Expire date: 2023-09-30

Experience

Current

February 15, 2019 - Present

OPPORTUNUS WEALTH MANAGEMENT, LLC

RIA

CRD#: 300141

Gig Harbor, WA

Past

September 1, 2017 - January 16, 2019

WATERFRONT FINANCIAL MANAGEMENT LLC

RIA

CRD#: 289408

Silverdale, WA

Past

January 13, 2017 - February 1, 2018

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Silverdale, WA

Past

January 13, 2017 - February 1, 2018

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Silverdale, WA

Past

August 26, 2011 - December 20, 2016

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

SEATTLE, WA

Past

August 26, 2011 - December 20, 2016

PRINCIPAL SECURITIES, INC.

CRD#: 1137

SEATTLE, WA

Past

June 17, 2010 - August 2, 2011

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

GREENSBURG, PA

Past

June 16, 2010 - August 2, 2011

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

SALT LAKE CITY, UT

Past

August 13, 2008 - April 28, 2010

FISHER INVESTMENTS

RIA

CRD#: 107342

VANCOUVER, WA

Past

November 6, 2007 - August 1, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

November 13, 2006 - August 1, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

July 20, 2005 - August 28, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OPPORTUNUS WEALTH MANAGEMENT, LLC

OPPORTUNUS WEALTH MANAGEMENT | RETIREMENT ADVOCATES | PARALLAX 401K | OPPORTUNUS WEALTH MANAGEMENT, LLC

CRD#: 300141 / SEC#: 801-122422

RIA

Registered Investment Advisory firm - (9/30/2021 Approved)

Oregon

Registered Investment Advisory firm - (5/2/2022 Terminated)

Utah

Registered Investment Advisory firm - (2/7/2022 Terminated)

Washington

Registered Investment Advisory firm - (4/25/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/14/2021)

IAR

Texas
(9/30/2021)

IAR

Utah
(7/9/2019)

IAR

Washington
(2/15/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/14/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2005

General Securities Representative Examination

Current Firm

OPPORTUNUS WEALTH MANAGEMENT, LLC

OPPORTUNUS WEALTH MANAGEMENT | RETIREMENT ADVOCATES | PARALLAX 401K | OPPORTUNUS WEALTH MANAGEMENT, LLC

CRD#: 300141 / SEC#: 801-122422

RIA

Registered Investment Advisory firm - (9/30/2021 Approved)

Oregon

Registered Investment Advisory firm - (5/2/2022 Terminated)

Utah

Registered Investment Advisory firm - (2/7/2022 Terminated)

Washington

Registered Investment Advisory firm - (4/25/2022 Terminated)

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Contact information

Main Address

Gig Harbor, WA

Mailing Address

11010 Harbor Hill Dr Ste B602, Gig Harbor, WA 98332

Phone number

(253) 254-5078

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/18/2025)

FORM ADV PART 2A - OPPORTUNUS WEALTH MANAGEMENT LLC DBA PARALLAX 401K (3/18/2025)

FORM ADV PART 2A - OPPORTUNUS WEALTH MANAGEMENT LLC DBA RETIREMENT ADVOCATES (3/18/2025)

Regulatory assets under management

Total Number of Accounts	306
AUM (Assets Under Management)	$ 77,201,288

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Garrett D. Dastrup

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Douglas Dastrup's CRS (Customer Relationship Summary).

Certified licenses

Experience

WATERFRONT FINANCIAL MANAGEMENT LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT FINANCIAL GROUP, INC.

FISHER INVESTMENTS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

OPPORTUNUS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2007

Series 63

Date: 3/14/2006

SIE

Date: 2/1/2018

Series 7

Date: 7/18/2005

Current Firm

OPPORTUNUS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPPORTUNUS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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