RIA Intel›Advisers›South Dakota›OPTIMUM WEALTH MANAGEMENT, LLC

OPTIMUM WEALTH MANAGEMENT, LLC

Advisory

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$276K

across 66 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$18M

Discretionary %

99.9%

Clients

21

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$27K

Discretionary %99.9%

Total Clients21

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, NE, SD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SD

Closest by assets under management. All figures from Form ADV.

CONSULTATIVE SERVICES, INC. DBA MYRNA MITCHELL, MBA, CFP

$18M

INTELLIGENT INVESTMENTS LLC

SIOUX FALLS, SD

$17M

PRIORITY INVESTMENT SERVICES, LLC

FREEMAN, SD

$20M

ADRIONIC TECHNOLOGIES, LLC

$15M

BIRCH INVESTMENT MANAGEMENT, L.L.C.

BROOKINGS, SD

$23M

PARVIN FUND MANAGEMENT, LLC

SIOUX FALLS, SD

$10M

+23.3% 1Y

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