Otium Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Otium Wealth Management is a state-registered investment adviser that offers discretionary investment management, financial planning, and retirement plan advisory services to a mix of clients including plan sponsors, trusts, family units, and individual investors. The firm is newly formed and reports no regulatory assets under management as of the brochure date.
The firm’s investment work combines strategic and tactical asset-allocation frameworks with both passive and value-oriented approaches, and it uses quantitative optimization tools alongside fundamental, technical, and model-manager analysis to construct and monitor portfolios. OWM also recommends and coordinates with independent third‑party money managers, conducting manager due diligence on experience, holdings, concentrations, and compliance while leaving the final hire/termination decision to the client.
Notable aspects that differentiate the firm from many peers include its retirement-plan consulting capabilities — including the ability to serve in ERISA fiduciary roles such as acting as an investment manager under Section 3(38) and providing plan governance and vendor-selection support. The firm also discloses that associated persons may hold insurance licenses and that it offers financial planning on a fixed or hourly basis, and it states that recommendations of other advisers do not generate referral compensation to the firm.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Charitable giving & philanthropy
General estate planning guidance
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees up to $10,000
Up to $300 per hour
Main office location
Otium Wealth Management
1315 Oakridge Dr. Ste 100
Fort Collins CO 80525, United States
Number of offices
1
Most active in
Otium Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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