# Optimum Wealth LLC

Optimum Wealth LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** optfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/optimum-wealth-llc

## Regulatory record

- **CRD number:** 285944
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285944

## About

Optimum Wealth LLC is a state registered independent investment advisor in New Hampshire. The firm provides investors custom-tailored strategies to help meet short- and long-term needs, offering creative solutions through an open and transparent process. It serves families and businesses with services including asset maximization, enhanced planning, income planning, insurance solutions, retirement planning, and Social Security strategy.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- Duane Goodell — Senior Advisor, Financial Strategies and Solutions; founder of Optimum Wealth LLC
- Duane Goodell — Senior Advisor, Financial Strategies and Solutions
- Cameron Nagle — Client Success Manager
- Jess Wirkkala — Client Support Manager

## Questions

### How can one contact Optimum Wealth LLC?

No contact information, including address, phone number, or email, is publicly listed. Family offices at this privacy level often require an introduction through a trusted intermediary, such as a law firm, investment bank, or wealth advisor.

### Does Optimum Wealth LLC co-invest with external GPs?

There is no public record of co-investments or fund commitments. The firm's posture on co-investing cannot be determined without a direct relationship. Many private family offices do co-invest selectively, but this is not confirmable for Optimum Wealth.

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Last updated: 2026-08-11T15:07:41.444Z

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