OPTIWEALTH LLC
Legal name: OPTIMAL WEALTH
CRD #306120 SEC #801-117614 SUDBURY, MA (617) 277-4453
SEC Registered
Total AUM
$56.3M
Discretionary
$27.5M
Employees
2
Clients
1
Accounts
42
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $56.3M | $27.5M | $28.8M | 2 | 0 |
| Apr 2020 | $56.3M | $27.5M | $28.8M | 2 | 0 |
| Mar 2020 | $56.3M | $27.5M | $28.8M | 2 | 0 |
| Mar 2020 | $56.3M | $27.5M | $28.8M | 2 | 0 |
| Nov 2019 | $0 | $0 | $0 | 2 | 0 |
| Nov 2019 | $0 | $0 | $0 | 2 | 0 |
| Oct 2019 | $0 | $0 | $0 | 2 | 0 |
DateJun 2020
Total AUM$56.3M
Discretionary$27.5M
Non-Disc.$28.8M
Employees2
Clients0
DateApr 2020
Total AUM$56.3M
Discretionary$27.5M
Non-Disc.$28.8M
Employees2
Clients0
DateMar 2020
Total AUM$56.3M
Discretionary$27.5M
Non-Disc.$28.8M
Employees2
Clients0
DateMar 2020
Total AUM$56.3M
Discretionary$27.5M
Non-Disc.$28.8M
Employees2
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0