# Optimum Wealth Management

Optimum Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kellyjoneson

## Regulatory record

- **CRD number:** 132422
- **SEC file number:** 801-63421
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132422

## About

Optimum Wealth Management, LLC is an SEC-registered investment adviser with $71 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Questions

### What information is publicly available about Optimum Wealth Management's investment strategy?

Virtually none. Regulatory filings show no reported assets under management or pooled investment vehicles. Without a public website or disclosed track record, the firm's portfolio construction, asset-class emphasis, and risk framework remain unverifiable through standard institutional due diligence channels.

### Has Optimum Wealth Management been involved in any disclosed transactions or institutional allocations?

No disclosed transactions, private placements, or institutional allocations are attributable to Optimum Wealth Management in public press or securities filings. The firm's operational activity remains unobservable without direct engagement.

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- [Wiederman & Associates](https://altss.com/profile/wiederman-and-associates)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/optimum-wealth-management-llc

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