OPTAS, LLC
CRD #299965 SEC #801-115209 AUSTIN, TX 888-284-7139
SEC Registered
Total AUM
$741.4M
Discretionary
$741.4M
Employees
10
Clients
101
Accounts
660
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGER, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| GLASSER, FREDERICK, MORGAN | I | MANAGING MEMBER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & INVESTMENT ADVISORY REPRESENTATIVE | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER & CHIEF FINANCIAL OFFICER | D | Control |
| RAILEY, MEGHAN | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (5)
CA NH NY TX WA
Address
210 BARTON SPRINGS RDSUITE 415
AUSTIN, TX 78704
United States
Phone: 888-284-7139