Optimum Financial Services, LLC
Optimum Financial Services, LLC is an SEC-registered wealth manager in Jackson, MS with $300.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Optimum Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105878, SEC 801-38310, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $300.2M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Jackson, MS
- Employees
- 4
- Clients
- 242
- CRD
- 105878
- Ownership
- GARRARD, JOHN, WALTER; WEISSINGER, ROY, TABOR; STONE, AUGUST, JOSEPH; BRUMFIELD, FRANK, SWAYZE; BOURNE, RUSS, M
How much AUM does Optimum Financial Services, LLC have?
Optimum Financial Services, LLC reported $300.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Optimum Financial Services, LLC?
Disclosed owners and executives of Optimum Financial Services, LLC include GARRARD, JOHN, WALTER, WEISSINGER, ROY, TABOR, STONE, AUGUST, JOSEPH, BRUMFIELD, FRANK, SWAYZE, BOURNE, RUSS, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.