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 provides discretionary investment management, comprehensive financial planning, and limited-scope hourly planning to individual and high-net-worth clients. The firm reports managing roughly $70.8 million for about 82 clients and operates with two investment professionals. The firm uses a strategic asset-allocation framework with a core‑and‑satellite approach, relying on passively managed index and ETF holdings as the core and selectively adding actively managed funds or individual securities as satellites; each client relationship is documented with an investment policy statement and clients may impose investment restrictions. Portfolio analysis draws on multiple methods (fundamental, technical, charting, cyclical) and OWM accepts written discretionary trading authority to implement client-approved strategies. Distinctive features include a formal sub‑advisory and back‑office arrangement with a specialist provider for trade processing and reporting, and the firm also offers sub‑advisory investment management to other unaffiliated RIAs. The firm’s principal maintains a substantial non‑advisory occupation as an airline pilot (allocating roughly half his time to that role), the firm does not vote client proxies, and the brochure notes attention to third‑party technology risks (including AI/machine‑learning) with related due diligence.

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.