Optimus Wealth Management Group, Inc.

Optimus Wealth Management Group provides fee‑based financial planning, retirement income planning, portfolio review services, and both discretionary and non‑discretionary asset management for individual clients, while also referring clients to third‑party money managers. The firm does not serve as custodian and reported no discretionary or non‑discretionary assets under management as of December 31, 2025, relying instead on planning engagements, referrals, and liaison services with outside managers.

The firm’s process is client‑driven: advisors gather client documents, run portfolio analysis using a Morningstar‑based platform, model retirement income scenarios with Wealthy & Wise/INSMARK, and tailor recommendations based on a documented risk‑tolerance questionnaire and ongoing coaching. When appropriate OWMG hires sub‑advisors or places clients with third‑party managers and provides ongoing oversight and periodic reviews while remaining the primary client contact.

Noteworthy differences from many peers include a disclosed affiliated insurance practice and an associated tax‑planning business operated by a firm principal, which the brochure identifies as potential conflicts of interest and says are mitigated through disclosure and fiduciary procedures. The firm’s very small client base and zero reported AUM, combined with a mix of one‑time and ongoing planning engagements and referral relationships rather than in‑house custodial asset management, distinguish its operating model from larger supported advisors.