Investment adviser · CRD 340466

OPTIMAL TAX ASSET MANAGEMENT

Investment adviser filing (IA)

OPTIMAL TAX ASSET MANAGEMENT, INC.

BELLEVUE, WA, United States · Form ADV filed Aug 5, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 5, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Percentage of assets

Principal office

500 108TH AVE NE, SUITE 1100
BELLEVUE, WA, 98004, United States

CRD 340466

Filing source

Form ADV 2114511 · Aug 5, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.