Optimum Wealth Management, LLC
Optimum Wealth Management, LLC (CRD# 132422) is a financial advisory firm headquartered in , . They manage $14,900,000 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts56ACCOUNTS
Average Account Value$266,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Michael Cordak (CRD# 5294654) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 9 years of experience in the finance industry.