A complete list of active advisors currently associated with Optimum Wealth Management, LLC

Warmer can help you find a great advisor at Optimum Wealth Management, LLC or one who fits your needs even better.

Optimum Wealth Management, LLC is a small, fee‑based independent investment adviser serving mainly individual clients and retirement plans, managing approximately $18.2 million across about 21 client relationships. The firm provides discretionary asset management, financial planning, and retirement‑plan consulting (including limited‑scope 3(21) and 3(38) ERISA services), and also offers oversight of held‑away plan assets through an account‑aggregation service. The firm implements client strategies using model portfolios and third‑party sub‑advisors that perform research, trading, and back‑office functions while the firm supervises allocation and client communications. Accounts are monitored with periodic reviews and may include tax‑aware techniques and direct indexing; the firm has disclosed use of AI tools for research and meeting transcription and permits clients to opt out of recordings. Distinctive aspects include the firm’s no‑cost public seminars and workshops and its formal pension consulting practice, both of which are less common among peers. The firm recently updated its disclosures to address political‑risk considerations and risks related to direct indexing and AI, and the managing member maintains a separate, limited insurance practice and occasional outside business activities.

To learn more about the advisors currently working at Optimum Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.