Be advised. This firm is no longer registered.

Optimum Wealth Management, LLC

Optimum Wealth Management, LLC (CRD# 147688) is a financial advisory firm headquartered in Saint Louis, MO. They manage $73,451,804 in 388 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $189,309
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO, NY, TX

Financial Advisors at Optimum Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen E. Green
CRD#: 2720262
10431 Clayton Road, Saint Louis, MO 63131
93
Wealthminder
score

Stephen E. Green, CFP® is the firm’s Managing Principal. He is a Certified Financial Planner and earned an MBA from Washington University in St. Louis and a B.S. in Education from Texas A&M University. He spent 12 years as a wealth management advisor with two well-known brokerage firms. Upon recognizing the client benefits of delivering financial services through a completely unbiased and objective independent platform, Steve established OPTIMUM Wealth Management in 2008. As Chief Investment Officer, Steve is constantly searching for mutual fund managers with solid research teams and proven track records. The funds along with other investment vehicles are then arranged in an optimal portfolio given the economic outlook and client goals. Steve previously served on the board of the local chapter of the Financial Planning Association.

 

Steve and his wife, Mona, live in Creve Coeur, Missouri and have two grown children. He enjoys running and cycling. He is an active board member for various local not-for-profit and educational institutions.

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