# Optimus Wealth Management Group, Inc.

> Optimus Wealth Management Group, Inc. is a state-registered investment advisory firm in Clifton Park, NY, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated July 30, 2026.

- CRD: 149256
- Filed as: OPTIMUS WEALTH MANAGEMENT GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clifton Park, NY
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149256
- AdvisorCensus page: https://advisorcensus.com/firm/optimus-wealth-management-group-inc-clifton-park-ny-149256

## Quick answers

**How is Optimus Wealth Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Optimus Wealth Management Group, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Optimus Wealth Management Group, Inc. located?**
Optimus Wealth Management Group, Inc.'s principal office is in Clifton Park, NY, according to its Form ADV.

**Is Optimus Wealth Management Group, Inc. registered with the SEC or a state?**
Optimus Wealth Management Group, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149256.

**Does Optimus Wealth Management Group, Inc. 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/149256

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimus Wealth Management Group, Inc. (CRD 149256): Form ADV filing data as of October 2026.