Optimum Wealth Management, LLC

Optimum Wealth Management, LLC (CRD# 132422) is a financial advisory firm headquartered in , . They manage $65,721,500 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $375,551
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
The map below shows states where this firm has explicit registration only.

GA

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

Michael Cordak (CRD# 5294654) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 16 years of experience in the finance industry.

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

Loyd Crowe (CRD# 1850746) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 28 years of experience in the finance industry.

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