OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC
CRD #115991 SEC #801-61415 MCLEAN, VA 703-847-0965
SEC Registered
Total AUM
$301.8M
Discretionary
$267.9M
Employees
2
Clients
101
Accounts
1,015
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2019 | $301.8M | $267.9M | $33.9M | 2 | 0 |
| Jan 2019 | $301.8M | $267.9M | $33.9M | 5 | 0 |
| Jan 2018 | $319.4M | $277.4M | $42M | 5 | 0 |
| Feb 2017 | $272.2M | $230.4M | $41.9M | 5 | 200 |
| Feb 2016 | $244.3M | $76.3M | $168M | 5 | 200 |
| Jun 2015 | $247.6M | $95.5M | $152.1M | 5 | 200 |
| Mar 2015 | $247.6M | $95.5M | $152.1M | 5 | 100 |
| Feb 2015 | $247.6M | $95.5M | $152.1M | 5 | 100 |
| Feb 2014 | $241.8M | $82.3M | $159.5M | 5 | 100 |
| Jul 2013 | $217.2M | $72.4M | $144.8M | 5 | 100 |
| Mar 2013 | $192.6M | $0 | $192.6M | 5 | 100 |
| Sep 2012 | $220M | $0 | $220M | 11 | 100 |
| Jun 2012 | $199M | $0 | $199M | 11 | 26 |
| Apr 2012 | $190M | $0 | $190M | 11 | 26 |
| Jan 2012 | $200M | $0 | $200M | 11 | 26 |
| Mar 2011 | $170M | $0 | $170M | -- | -- |
| Jan 2006 | $90M | $0 | $90M | 10 | -- |
| Sep 2005 | $80M | $0 | $80M | 10 | -- |
DateMay 2019
Total AUM$301.8M
Discretionary$267.9M
Non-Disc.$33.9M
Employees2
Clients0
DateJan 2019
Total AUM$301.8M
Discretionary$267.9M
Non-Disc.$33.9M
Employees5
Clients0
DateJan 2018
Total AUM$319.4M
Discretionary$277.4M
Non-Disc.$42M
Employees5
Clients0
DateFeb 2017
Total AUM$272.2M
Discretionary$230.4M
Non-Disc.$41.9M
Employees5
Clients200
DateFeb 2016
Total AUM$244.3M
Discretionary$76.3M
Non-Disc.$168M
Employees5
Clients200
DateJun 2015
Total AUM$247.6M
Discretionary$95.5M
Non-Disc.$152.1M
Employees5
Clients200
DateMar 2015
Total AUM$247.6M
Discretionary$95.5M
Non-Disc.$152.1M
Employees5
Clients100
DateFeb 2015
Total AUM$247.6M
Discretionary$95.5M
Non-Disc.$152.1M
Employees5
Clients100
DateFeb 2014
Total AUM$241.8M
Discretionary$82.3M
Non-Disc.$159.5M
Employees5
Clients100
DateJul 2013
Total AUM$217.2M
Discretionary$72.4M
Non-Disc.$144.8M
Employees5
Clients100
DateMar 2013
Total AUM$192.6M
Discretionary$0
Non-Disc.$192.6M
Employees5
Clients100
DateSep 2012
Total AUM$220M
Discretionary$0
Non-Disc.$220M
Employees11
Clients100
DateJun 2012
Total AUM$199M
Discretionary$0
Non-Disc.$199M
Employees11
Clients26
DateApr 2012
Total AUM$190M
Discretionary$0
Non-Disc.$190M
Employees11
Clients26
DateJan 2012
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees11
Clients26
DateMar 2011
Total AUM$170M
Discretionary$0
Non-Disc.$170M
Employees--
Clients--
DateJan 2006
Total AUM$90M
Discretionary$0
Non-Disc.$90M
Employees10
Clients--
DateSep 2005
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees10
Clients--