# Optimus Wealth Management Group

Optimus Wealth Management Group is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** optimuswealthmgmt.com

## Regulatory record

- **CRD number:** 149256
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-20T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149256

## About

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.

## 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.

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- [ZHP Capital](https://altss.com/profile/zhp-capital-llc)
- [Tarheel Advisors](https://altss.com/profile/tarheel-advisors-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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