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$18.2M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2016
- Office Locations
- 1
Office Locations
-- Pierre SD
About Optimum Wealth Management, LLC
Optimum Wealth Management, LLC is a Pierre-based RIA. The firm has been operating for 10 years. Managing $18.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$866.5K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
KELLY JOHN JONESON
Investment Advisor Representative, Managing Member
- CRD
- #1156756
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,169,425 | -- |
| Non-Discretionary | $27,288 | -- |
| Total | $18,196,713 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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