Investment adviser · CRD 333695

OPTIMIZE WEALTH MANAGEMENT

Investment adviser filing (IA)

OPTIMIZE WEALTH MANAGEMENT INC.

TORONTO, ONTARIO, Canada · Form ADV filed Mar 12, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
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: Mar 12, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

205 YONGE ST
TORONTO, ONTARIO, M5B 0C4, Canada

CRD 333695

Filing source

Form ADV 2056478 · Mar 12, 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.