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OPTIMAL WEALTH
OPTIWEALTH LLC
CRD 306120 · SEC 801-117614
144 NORTH ROAD, SUITE 1150, SUDBURY, MA, 01776, United States
Phone
(617) 277-4453
Fax
(866) 780-8883
Registration
— (—)
Source
State registered
Total AUM
$92.4M
Discretionary AUM
$40.7M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $7.3M |
| High net worth individuals | 25 | $82.0M |
| Pension/profit sharing plans | 1 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD