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| Keyboard |
| Optimum Financial Services LLC
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|---|---|
| CRD # | 105878 |
| SEC # | 801-38310 |
| CIK # | |
| AUM | 300.2 M (2026-02-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 601-981-5900 |
| Address | 1817 Crane Ridge Drive Jackson, MS 39216-4902 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 43.0 |
| (b) Individuals (high net worth individuals) | 42 | 242.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 300.2 |
| By Discretionary | ||
| Discretionary | 485 | 300.0 |
| Non-Discretionary | 1 | 0.2 |
| Total | 486 | 300.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.2 | |
| Total | 486 | 300.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 300.6 M |
|
Transition Financial Advisors Group LLC
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300.6 M | |
|
Lifeinvest Wealth Management Ltd
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FL | 300.5 M |
|
Capital Wealth Alliance LLC
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AZ | 300.3 M |
|
Wealth Advisors Network Inc
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NE | 300.3 M |
|
Cathy Pareto and Associates Inc
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FL | 300.1 M |
|
Birchcreek Wealth Management LLC
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|
OH | 300.1 M |
|
Monterey Wealth Partners LLC
✚
|
GA | 300.1 M |
|
Capital West Partners LLC
✚
|
AZ | 300.0 M |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 300.0 M |