Investment adviser · CRD 306120
OPTIMAL WEALTH
Investment adviser filing (IA)
OPTIWEALTH LLC
SUDBURY, MA, United States · Form ADV filed Jun 12, 2020
- Regulatory AUM
- $56.3M Form ADV · Item 5.F
- Client accounts
- 42 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 24 | $46,421,364 | 82.5% |
| Individuals | 17 | $9,856,307 | 17.5% |
Filing source
Form ADV 1431473 · Jun 12, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jun 12, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions
Principal office
144 NORTH ROAD, SUITE 1150SUDBURY, MA, 01776, United States
CRD 306120
Filing source
Form ADV 1431473 · Jun 12, 2020 · 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.