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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
About Optimum Wealth Management, LLC
Optimum Wealth Management is a Woodstock, GA fee-only RIA built for Delta pilots, with planning tailored to FAA retirement timelines, medical requirements, heavy travel schedules, and career-event risks. The firm delivers independent financial planning and portfolio management using a fact-based, data-driven, tactical investment approach, selecting vehicles without proprietary product pressure while operating as a boutique with large broker/dealer resources.
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Owner & Executives
MICHAEL CARY CORDAK
President
- CRD
- #5294654
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LOYD AUSTINE CROWE JR
Compliance Consultant
- CRD
- #1850746
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,754,000 | $668,421 |
| Non-Discretionary | $0 | -- |
| Total | $70,754,000 | $668,421 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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