OTIUM WEALTH MANAGEMENT

Overview

Otium Wealth Management is a privately owned limited liability company that operates as a capital allocator and adviser to individuals and small businesses. The firm describes its core services as financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. It uses a mix of fee models—percentage of assets under management, hourly charges and fixed fees—which suggests flexibility to serve both ongoing wealth management clients and one-off advisory engagements. The firm indicates it is not an active ESG investor and does not operate as a multi-state adviser, implying its client work is concentrated within a single state. Ownership is individual, and the firm lists an affiliation with an insurance company, which can influence product access and distribution (notably annuities are part of its product mix). The firm reports acting as a capital allocator, which aligns with its use of third-party managers for certain alternative exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices