OPTIMUS WEALTH MANAGEMENT GROUP, INC.

Overview

Optimus Wealth Management Group, Inc. is organized as a corporation and operates with an individual owner. The firm combines advisory work with insurance brokerage: its listed advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing plus hourly, fixed-fee, and other charge structures. The firm does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser; its SEC registration year is not disclosed in the provided data. Industry affiliation is tied to the insurance sector. Optimus is designated as a capital allocator, which indicates it places client capital across external managers or products rather than managing large proprietary pools of assets. Given the firm’s combination of advisory and insurance activity, packaged insurance solutions such as annuities are part of its product mix.

Assets & Accounts

Investments & Alternatives