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Building 2OPTIMA PRIVATE WEALTH MANAGEMENT, LLC

Map pinMAITLAND, FL
Phone407-637-8320
NotebookSEC #801-68516
Total AUM
$27.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
549 N. WYMORE ROAD
SUITE 106
MAITLAND
FL 32751
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
407-637-8320

ReceiptFinancials

Total AUM
$27.6M
Accounts
48
Discretionary
$27.6M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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