OPTIWEALTH LLC

OPTIMAL WEALTH
SUDBURY, Massachusetts·1 registered advisor·CRD# 306120
SEC# 801-1176140(617) 277-4453
01

Firm Overview

AUM
$56M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OPTIWEALTH LLC

1 registered advisor
Ira Gene Sager
SUDBURY, Massachusetts
05

Office Locations

SUDBURY, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. OPTIWEALTH LLC (CRD# 306120) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.