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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 12, 2020
- 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 |
|---|---|---|---|---|
| SAGER, IRA, GENE | I | MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| SAGER, IRA, GENE | I | MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| SAGER, IRA, GENE | I | MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| SAGER, IRA, GENE | I | MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| SAGER, IRA, GENE | I | MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| SAGER, IRA, GENE | I | MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| SAGER, IRA, GENE | I | MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 12, 2020 REGISTERED
Notice Filings (1)
MA
Address
144 NORTH ROADSUITE 1150
SUDBURY, MA 01776
United States
Phone: (617) 277-4453