OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

MCLEAN, Virginia·2 registered advisors·CRD# 115991
SEC# 801-614150703-847-0965
01

Firm Overview

AUM
$302M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

2 registered advisors
Irwin Mark Cohen
MCLEAN, Virginia
Weston Dyer Burnett
MCLEAN, Virginia
CFP
05

Office Locations

MCLEAN, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC (CRD# 115991) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.