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OPTIMUM WEALTH LLC
CRD 285944
310 MARLBORO STREET, KEENE, NH, 03431, United States
Phone
603-357-1084
Fax
603-357-2354
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 177 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
All web addresses on file
- http://www.optfinancial.net
- https://taxfree.optfinancial.com/
- https://www.facebook.com/OptimumWealthLLC
- HTTP://WWW.OPTFINANCIALPLANNING.COM
- http://www.optfinancial.com
- https://www.linkedin.com/company/optimum-wealth-llc/
- https://thefinancialhq.com/optimumwealthfinancial
- https://optimumwealthfinancial.info/
- https://optwealth.net/
- https://optimumwealthfinancial.com/
Official SEC filing: View on IAPD