OPTIMIST RETIREMENT GROUP, LLC
CRD #119086 SEC #801-114109 BELLEVUE, WA 425-637-3037
SEC Registered
Total AUM
$243.1M
Discretionary
$243.1M
Employees
2
Clients
101
Accounts
213
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $243.1M | $243.1M | $0 | 2 | 0 |
| Mar 2024 | $187.9M | $187.9M | $0 | 2 | 0 |
| Mar 2023 | $158.4M | $158.4M | $0 | 2 | 0 |
| Mar 2022 | $161M | $161M | $0 | 2 | 2 |
| Aug 2021 | $134.1M | $134.1M | $0 | 2 | 0 |
| Mar 2021 | $134.1M | $134.1M | $0 | 5 | 0 |
| Jun 2020 | $103.3M | $103.3M | $0 | 4 | 0 |
| May 2020 | $103.3M | $103.3M | $0 | 4 | 0 |
| Mar 2020 | $103.3M | $103.3M | $0 | 4 | 0 |
| Oct 2019 | $95.2M | $95.2M | $0 | 4 | 0 |
| Feb 2019 | $95.2M | $95.2M | $0 | 4 | 0 |
| Sep 2018 | $112.2M | $112.2M | $0 | 3 | 0 |
| Jun 2012 | $52M | $52M | $0 | 1 | 26 |
| Jun 2012 | $52M | $52M | $0 | 1 | 26 |
| May 2012 | $52M | $52M | $0 | 1 | 26 |
| Apr 2012 | $52M | $52M | $0 | 1 | 26 |
| Feb 2012 | $52M | $52M | $0 | 1 | 26 |
| Feb 2012 | $52M | $52M | $0 | 1 | 26 |
| Mar 2011 | $52M | $52M | $0 | 5 | -- |
| Aug 2010 | $50.8M | $50.8M | $0 | 5 | -- |
| Jan 2010 | $50.8M | $50.8M | $0 | 5 | -- |
| Jan 2008 | $55M | $55M | $0 | 5 | -- |
| Jan 2007 | $45.3M | $45.3M | $0 | 5 | -- |
| Dec 2006 | $49.6M | $49.6M | $0 | 5 | -- |
| Jan 2006 | $36M | $36M | $0 | 5 | -- |
| Sep 2005 | $38.3M | $38.3M | $0 | 5 | -- |
| Sep 2005 | $38.3M | $38.3M | $0 | 5 | -- |
| May 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$243.1M
Discretionary$243.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees2
Clients2
DateAug 2021
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$49.6M
Discretionary$49.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--