Investment adviser · CRD 147688

OPTIMUM WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

ST. LOUIS, MO, United States · Form ADV filed May 17, 2012

Regulatory AUM
$64.6M
Form ADV · Item 5.F
Client accounts
279
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 17, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

10431 CLAYTON ROAD
ST. LOUIS, MO, 63131, United States

CRD 147688

Filing source

Form ADV 645592 · May 17, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.