Optimum Wealth Management, LLC
Optimum Wealth Management, LLC (CRD# 282421) is a financial advisory firm headquartered in Pierre, SD. They manage $10,833,902 in 54 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Optimum Wealth Management, LLC
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$200,628
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, NE, SD
Financial Advisors at Optimum Wealth Management, LLC
1
Kelly Joneson (CRD# 1156756) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Pierre, SD and has over 39 years of experience in the finance industry.
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