Otium Wealth Management

Overview

Otium Wealth Management operates as an individually owned limited liability company that positions itself as a small advisory firm serving individuals and small businesses. The firm describes itself as a capital allocator and lists core advisory activities that include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The snapshot indicates it is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm’s fee model is flexible: it can charge a percentage of assets under management, bill hourly, or accept fixed fees depending on the engagement. Otium reports an affiliation with an insurance company, and it is classified as an unclassified advisor in the available data. The firm is not listed as a newly formed adviser, nor as a related adviser.

Investments & Alternatives

Location & Offices