Optimum Wealth Management, LLC

Overview

Optimum Wealth Management, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses with the ability to select outside advisers and third‑party managers when appropriate. Fee arrangements are flexible and include a percentage of assets under management, hourly consulting, and fixed fees, which allows the firm to work with both advisory retainers and discrete-project clients. Investment practice is centered on pooled public vehicles — primarily mutual funds — supplemented by targeted allocations to credit and insurance products. As a capital allocator, the firm places client capital with external fund managers for access to alternative strategies, and it uses annuities and corporate debt to build income-oriented sleeves where suitable. Optimum Wealth Management, LLC registers its custody relationship largely through Charles Schwab, which hosts the bulk of client assets. The firm is not an active ESG investor and operates out of a single office, maintaining a regional footprint rather than multi‑state operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices