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OPTIMUM WEALTH MANAGEMENT, LLC

OPTIMUM WEALTH MANAGEMENT, LLC.

CRD 132422 · SEC 801-63421

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$70.8M

Discretionary AUM

$70.8M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals28$6.7M
High net worth individuals54$64.1M

All web addresses on file

Official SEC filing: View on IAPD