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OPTIMAL WEALTH ADVISORS, LLC
CRD 149602
4100 SPRING VALLEY ROAD, SUITE 830, DALLAS, TX, 75244, United States
Phone
972-999-1042
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.7M
Discretionary AUM
$13.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $7.0M |
| High net worth individuals | 8 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD