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Building 2OPTIMUM WEALTH MANAGEMENT, LLC

Map pinST. LOUIS, MO
Phone314-569-0700
NotebookSEC #801-70750
Total AUM
$64.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10431 CLAYTON ROAD
ST. LOUIS
MO 63131
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
314-569-0700

ReceiptFinancials

Total AUM
$64.6M
Accounts
279
Discretionary
$64.6M
Accounts
279
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 Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMO

HandshakeAffiliates

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

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