A complete list of active advisors currently associated with Otium Wealth Management

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

Otium Wealth Management is a state-registered investment adviser that offers discretionary investment management, financial planning, and retirement plan advisory services to a mix of clients including plan sponsors, trusts, family units, and individual investors. The firm is newly formed and reports no regulatory assets under management as of the brochure date. The firm’s investment work combines strategic and tactical asset-allocation frameworks with both passive and value-oriented approaches, and it uses quantitative optimization tools alongside fundamental, technical, and model-manager analysis to construct and monitor portfolios. OWM also recommends and coordinates with independent third‑party money managers, conducting manager due diligence on experience, holdings, concentrations, and compliance while leaving the final hire/termination decision to the client. Notable aspects that differentiate the firm from many peers include its retirement-plan consulting capabilities — including the ability to serve in ERISA fiduciary roles such as acting as an investment manager under Section 3(38) and providing plan governance and vendor-selection support. The firm also discloses that associated persons may hold insurance licenses and that it offers financial planning on a fixed or hourly basis, and it states that recommendations of other advisers do not generate referral compensation to the firm.

To learn more about the advisors currently working at Otium Wealth Management, 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.