Optimus Wealth Management Group

The firm is registered with the U.S. Securities and Exchange Commission, as confirmed by its public filings. SEC registration is generally required for advisory firms that manage more than $100 million in regulatory assets under management or that operate in multiple states, which provides an indirect floor for its scale.

According to its regulatory disclosures, Optimus serves a mix of individuals, high-net-worth individuals, and pooled investment vehicles. This blend is characteristic of a hybrid RIA that operates both a retail-advice business and a private-fund or institutional-consulting line.

Public filings indicate that the firm advises private investment funds, including hedge funds and private equity vehicles. This suggests the advisor plays a role as a manager or selector of pooled funds, not merely a builder of direct equity and bond portfolios.

The ADV Part 1 filing lists asset-based fees, fixed fees, and performance-based fees among the compensation arrangements. The presence of performance fees implies at least a partial allocation to strategies structured as limited partnerships or separately managed accounts with carried-interest or incentive-fee provisions.

The primary office is in Knoxville, Tennessee. The firm holds SEC registration, which typically indicates clients or advisory activities spanning beyond a single state, although a detailed geographic breakdown of its client base is not publicly available.