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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| WILLIAMS, GRAHAM, PATRICK | I | MANAGING MEMBER | D | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PALMER, RYAN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (4)
AZ CA TX WA
Address
11400 SE 8TH ST.SUITE 465
BELLEVUE, WA 98004
United States
Phone: 425-637-3037