Optimum Wealth Management, LLC

Overview

Optimum Wealth Management, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm operates as a capital allocator: it runs core portfolios built predominantly from public funds and mutual funds, and supplements those holdings with third‑party alternative managers where appropriate. Fee arrangements include a percentage of assets under management and hourly charges, and service offerings extend to pension consulting, selection of outside advisers and educational seminars. The firm identifies as an active ESG investor, which shapes manager selection and public‑fund exposures—expect emphasis on ESG‑oriented mutual funds or screened strategies within client portfolios. Optimum runs mostly discretionary relationships, allowing the firm to implement model allocations and third‑party fund commitments without seeking client approval for every trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices