OPTIMUM WEALTH MANAGEMENT, LLC

OPTIMUM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 282421). Regulatory assets under management: $18.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 282421
• Type: Registered investment adviser
• Phone: 605-519-8900
• Latest filing: 2026-02-24
• Regulatory AUM: $18.2M
• Discretionary AUM: $18.2M
• Non-discretionary AUM: $27K
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search