OPTIMUM WEALTH MANAGEMENT, LLC
OPTIMUM WEALTH MANAGEMENT, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 147688). Regulatory assets under management: $64.6M.
Registration
- CRD: 147688
- SEC file number: 801-70750
- Type: Registered investment adviser
- Location: 10431 CLAYTON ROAD, ST. LOUIS, MO, 63131
- Phone: 314-569-0700
- Latest filing: 2012-05-17
- Regulatory AUM: $64.6M
- Discretionary AUM: $64.6M
- Clients: 1
- Accounts: 279
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| GREEN STEPHEN EDWARD | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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