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).
Total Assets Under Management73MILLION
Total Number of Accounts388ACCOUNTS
Average Account Value$189,309
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MO, NY, TX
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.