Optimized Investment Partners, LLC
Optimized Investment Partners, LLC is an SEC-registered ria with $525.0M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Optimized Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322145, SEC 801-129920, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $525.0M (2026-01-20)
- Firm type
- Ria
- Employees
- 3
- Clients
- 26
- CRD
- 322145
- Ownership
- Bilby, David, Michael; Michalik, Robert, Joseph; Bilby, Mark, Glen; NOLAN, RICHARD, GREGORY; Pfeifer, Christopher, Aaron
How much AUM does Optimized Investment Partners, LLC have?
Optimized Investment Partners, LLC reported $525.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns Optimized Investment Partners, LLC?
Disclosed owners and executives of Optimized Investment Partners, LLC include Bilby, David, Michael, Michalik, Robert, Joseph, Bilby, Mark, Glen, NOLAN, RICHARD, GREGORY, Pfeifer, Christopher, Aaron. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.