Firm
Optimum Wealth Management
Woodstock, Georgia
Fee-only
Optimum Wealth Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 82 individual clients, 54 of them high net worth.
- Its average account is about $407,000 (assets it manages divided by its 174 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Woodstock, Georgia |
|---|---|
| Website | optimumwlth.com |
| Phone | (678) 778-2694 |
Optimum Wealth Management fees
Optimum Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $71 million |
| Individual clients | 28 |
| High-net-worth clients | 54 |
| Accounts managed | 174 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-63421) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 132422 |