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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREEN, STEPHEN, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GREEN, STEPHEN, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2012 REGISTERED
Notice Filings (3)
IL MO TX
Address
10431 CLAYTON ROADST. LOUIS, MO 63131
United States
Phone: 314-569-0700