OPTIMUM WEALTH MANAGEMENT, LLC
CRD #147688 SEC #801-70750 ST. LOUIS, MO 314-569-0700
SEC Registered
Total AUM
$64.6M
Discretionary
$64.6M
Employees
1
Clients
26
Accounts
279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $64.6M | $64.6M | $0 | 1 | 26 |
| Apr 2012 | $64.6M | $64.6M | $0 | 1 | 26 |
| Mar 2012 | $64.6M | $64.6M | $0 | 1 | 26 |
| Dec 2011 | $62.8M | $62.8M | $0 | 1 | 26 |
| May 2011 | $62.8M | $62.8M | $0 | 5 | -- |
| May 2011 | $62.8M | $62.8M | $0 | 5 | -- |
| Mar 2011 | $62.8M | $62.8M | $0 | 5 | -- |
| Dec 2010 | $40.5M | $16.2M | $24.4M | 5 | -- |
| Mar 2010 | $40.5M | $16.2M | $24.4M | 5 | -- |
| Oct 2009 | $36.4M | $0 | $36.4M | 5 | -- |
| Oct 2009 | $36.4M | $0 | $36.4M | 5 | -- |
DateMay 2012
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$40.5M
Discretionary$16.2M
Non-Disc.$24.4M
Employees5
Clients--
DateMar 2010
Total AUM$40.5M
Discretionary$16.2M
Non-Disc.$24.4M
Employees5
Clients--
DateOct 2009
Total AUM$36.4M
Discretionary$0
Non-Disc.$36.4M
Employees5
Clients--
DateOct 2009
Total AUM$36.4M
Discretionary$0
Non-Disc.$36.4M
Employees5
Clients--