Optimus Wealth Management Group, Inc.

Overview

Optimus Wealth Management Group, Inc. operates as a small, corporation-form wealth and insurance firm that markets itself primarily around financial planning and the selection of outside advisers. The firm also functions as an insurance broker, and its fee menu includes hourly charges, fixed fees and other non-asset-based pricing rather than a traditional percentage-of-assets fee model. Ownership is listed as individual and the firm identifies as a capital allocator, meaning it places client capital with external managers and funds rather than concentrating solely on proprietary strategies. Regulatory and operating flags indicate the adviser is not a multistate or newly formed adviser, and it does not position itself as an active ESG investor. Its advisory scope is focused on planning and manager selection rather than large-scale discretionary portfolio management, consistent with the low custody footprint reported.

Assets & Accounts

Investments & Alternatives