Optima Asset Management Inc
Optima Asset Management Inc is an SEC-registered wealth manager in Dallas, TX with $657.4M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Optima Asset Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106095, SEC 801-52409, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $657.4M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 2
- Clients
- 111
- CRD
- 106095
- Ownership
- JONES, NOLAN, LEWIS; PONCE, ARCHIE, ALBA; STALNAKER, WALTER, DAVID; PONCE, ARCHIE ALBA, ALBA; LIGHTFOOT, PAUL, ALAN
How much AUM does Optima Asset Management Inc have?
Optima Asset Management Inc reported $657.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Optima Asset Management Inc?
Disclosed owners and executives of Optima Asset Management Inc include JONES, NOLAN, LEWIS, PONCE, ARCHIE, ALBA, STALNAKER, WALTER, DAVID, PONCE, ARCHIE ALBA, ALBA, LIGHTFOOT, PAUL, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.