OPTIMUM WEALTH LLC

OPTIMUM WEALTH LLC of KEENE, NH is an SEC-registered investment adviser (CRD 285944).

Registration

• CRD: 285944
• Type: Registered investment adviser
• Location: 310 MARLBORO STREET, KEENE, NH, 03431
• Phone: 603-357-1084
• Latest filing: 2026-02-23
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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 285944 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search