Optimus Wealth Management Group, Inc.
Firm details
- Headquarters
- Halfmoon, New York
- CRD number
- 149256
- Website
- theoptimusgroupllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Optimus Wealth Management Group, Inc. is a corporation with an individual owner that markets itself as an insurance broker and financial planning adviser. The firm indicates it provides financial planning services and assists clients with selection of other advisers, and it charges fees on an hourly and fixed-fee basis (with other fee arrangements noted). It is registered in Florida, Massachusetts, New York and Pennsylvania. The firm is identified as a capital allocator and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Philip Gallant
Managing PartnerCRD 1157043
Erin Schmiedchen
Operations ManagerCRD 4696960
Amy Taylor
Account ManagerCRD 7420168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Halfmoon, NY
Saratoga
Location
Halfmoon, NY
Headquartered in Halfmoon, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Saratoga
- Address
- 1745 Route 9
- Time zone
- ET (UTC-5)
- Office locations
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