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OPTIMUS WEALTH MANAGEMENT GROUP, INC.
CRD 149256
1745 ROUTE 9, SUITE D, CLIFTON PARK, NY, 12065, United States
Phone
518-688-9006
Fax
518-688-9010
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPORTFOLIO REVIEW/RETIREMENT INCOME PLANNING
Official SEC filing: View on IAPD