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Optimus Wealth Management Group
OPTIMUS WEALTH MANAGEMENT GROUP, INC. is a state-registered investment adviser in CLIFTON PARK, NY. It has 2 employees and 2 investment advisers.
Optimus Wealth Management Group
OPTIMUS WEALTH MANAGEMENT GROUP, INC. is a state-registered investment adviser in CLIFTON PARK, NY. It has 2 employees and 2 investment advisers. The firm is based in New York.
General information
Firm type
Asset Manager
Location
Region
North America
Frequently asked questions
Is Optimus Wealth Management Group or a state regulator?
The firm, 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.
What client types does the firm serve?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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