Optimal Tax Asset Management
Optimal Tax Asset Management is an SEC-registered ria in Bellevue, WA with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Optimal Tax Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340466, SEC 801-135549, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-06-02)
- Firm type
- Ria
- Location
- Bellevue, WA
- Employees
- 5
- CRD
- 340466
- Ownership
- McCarthy, Laura; ROSSI, ANTHONY, JOSEPH; COLLINS, AUSTIN, SARVIS; MCCARTHY, LAURA, WOODBRIDGE
How much AUM does Optimal Tax Asset Management have?
Optimal Tax Asset Management reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Optimal Tax Asset Management?
Disclosed owners and executives of Optimal Tax Asset Management include McCarthy, Laura, ROSSI, ANTHONY, JOSEPH, COLLINS, AUSTIN, SARVIS, MCCARTHY, LAURA, WOODBRIDGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.