# Optimum Wealth LLC

> Optimum Wealth LLC is a state-registered investment advisory firm in Keene, NH, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated February 23, 2026.

- CRD: 285944
- Filed as: OPTIMUM WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Keene, NH
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285944
- AdvisorCensus page: https://advisorcensus.com/firm/optimum-wealth-llc-keene-nh-285944

## Quick answers

**How is Optimum Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Optimum Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Optimum Wealth LLC located?**
Optimum Wealth LLC's principal office is in Keene, NH, according to its Form ADV.

**Is Optimum Wealth LLC registered with the SEC or a state?**
Optimum Wealth LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285944.

**Does Optimum Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285944

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- optfinancial.com
- optfinancial.net
- optfinancialplanning.com
- optimumwealthfinancial.com
- optimumwealthfinancial.info
- optwealth.net
- taxfree.optfinancial.com
- thefinancialhq.com/optimumwealthfinancial
- Facebook @OptimumWealthLLC
- LinkedIn @optimum-wealth-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimum Wealth LLC (CRD 285944): Form ADV filing data as of October 2026.