Optimum Wealth Management, LLC
Optimum Wealth Management, LLC is an SEC-registered wealth manager with $12.7M assets under management (AUM, regulatory AUM), +251% over one year. See who owns Optimum Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132422, data through 2015-06-15.
- AUM (assets under management / regulatory AUM)
- $12.7M (2015-06-15)
- Firm type
- Wealth Manager
- Employees
- 1
- CRD
- 132422
- Ownership
- MEADERS, JERALD, KEVIN; BITTNER, LEONARD, FRANCIS; CORDAK, MICHAEL, CARY
How much AUM does Optimum Wealth Management, LLC have?
Optimum Wealth Management, LLC reported $12.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2015-06-15).
Who owns Optimum Wealth Management, LLC?
Disclosed owners and executives of Optimum Wealth Management, LLC include MEADERS, JERALD, KEVIN, BITTNER, LEONARD, FRANCIS, CORDAK, MICHAEL, CARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.