Optimal Wealth
Optimal Wealth is an SEC-registered ria with $56.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Optimal Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306120, data through 2020-06-12.
- AUM (assets under management / regulatory AUM)
- $56.3M (2020-06-12)
- Firm type
- Ria
- Employees
- 2
- Clients
- 41
- CRD
- 306120
- Ownership
- SAGER, IRA, GENE
How much AUM does Optimal Wealth have?
Optimal Wealth reported $56.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2020-06-12).
Who owns Optimal Wealth?
Disclosed owners and executives of Optimal Wealth include SAGER, IRA, GENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.