Loyd Crowe
Optimum Wealth Management · Woodstock, Georgia
Loyd Crowe is a fee-only financial advisor at Optimum Wealth Management in Woodstock, Georgia. Optimum Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Optimum Wealth Management |
|---|---|
| Based in | Woodstock, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70.8M across 174 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1850746 |
| Exams passed | Series 63 (1995) · Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.optimumwlth.com |
How Loyd's firm compares
- Optimum Wealth Management's average account is about $407,000, from its Form ADV (assets managed divided by 174 accounts).
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Questions about Loyd
Is Loyd Crowe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Loyd holds no broker registration, and Optimum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Loyd charge for financial advice?
Loyd's firm, Optimum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Loyd Crowe based?
Loyd Crowe is based in Woodstock, Georgia.
Is Loyd Crowe registered with the SEC?
Yes. Loyd Crowe is registered as an investment adviser representative in GA (CRD 1850746), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Optimum Wealth Management manage?
Optimum Wealth Management reports $70.8M across 174 accounts in assets under management.
How do I contact Loyd Crowe?
Through Loyd's website, www.optimumwlth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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