OPTIMUM WEALTH LLC

Overview

Optimum Wealth LLC is a small, individually owned advisory and insurance brokerage that positions itself as a capital allocator for individual and small-business clients. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers among its advisory activities. That mix indicates a hybrid operating model: direct financial planning and portfolio oversight combined with sourcing and overseeing third-party managers and products. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and other structures, which supports flexible engagement types from comprehensive ongoing advice to project- or plan-based work. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser, implying a geographically focused client base. As an insurance broker, Optimum Wealth LLC integrates insurance solutions into its advisory offerings, which aligns with its use of annuities as part of client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices