Optimum Wealth Management, LLC

Optimum Wealth Management, LLC (CRD# 132422) is a financial advisory firm headquartered in , . They manage $16,800,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $280,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

GA, TN

Financial Advisors at Optimum Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael C. Cordak
CRD#: 5294654
Woodstock, GA
93
Wealthminder
score

Michael Cordak (CRD# 5294654) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 11 years of experience in the finance industry.

2
Loyd A. Crowe
CRD#: 1850746
Woodstock, GA
93
Wealthminder
score

Loyd Crowe (CRD# 1850746) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 22 years of experience in the finance industry.

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