OPTIMA PRIVATE WEALTH MANAGEMENT, LLC
CRD #145430 SEC #801-68516 MAITLAND, FL 407-637-8320
SEC Registered
Total AUM
$27.6M
Discretionary
$27.6M
Employees
5
Clients
10
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2009 | $27.6M | $27.6M | $0 | 5 | -- |
| Mar 2008 | $36.1M | $36.1M | $0 | 5 | -- |
| Mar 2008 | $36.1M | $36.1M | $0 | 5 | -- |
| Jan 2008 | $36.1M | $36.1M | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateOct 2009
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--