# Michael Cordak

> Michael Cordak 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.

Page: https://find.wellspent.co/advisors/michael-cordak/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Optimum Wealth Management
- **Based in:** Woodstock, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $70.8M across 174 accounts
- **CRD:** 5294654 (https://adviserinfo.sec.gov/individual/summary/5294654)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.optimumwlth.com

## Frequently asked questions

### Is Michael Cordak a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael's firm, Optimum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Cordak based?

Michael Cordak is based in Woodstock, Georgia.

### Is Michael Cordak registered with the SEC?

Yes. Michael Cordak is registered as an investment adviser representative in GA (CRD 5294654), 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 Michael Cordak?

Through Michael's website, www.optimumwlth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5294654): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
