Optimist Retirement Group, LLC
Optimist Retirement Group, LLC is an SEC-registered wealth manager in Bellevue, WA with $245.3M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Optimist Retirement Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119086, SEC 801-114109, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $245.3M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 2
- Clients
- 119
- CRD
- 119086
- Ownership
- WILLIAMS, GRAHAM, PATRICK; PALMER, RYAN, MICHAEL
How much AUM does Optimist Retirement Group, LLC have?
Optimist Retirement Group, LLC reported $245.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Optimist Retirement Group, LLC?
Disclosed owners and executives of Optimist Retirement Group, LLC include WILLIAMS, GRAHAM, PATRICK, PALMER, RYAN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.