OPTICA TECHNOLOGY GROUP LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BELLEVUE, Washington
CRD number
331372

Firm profile

FINTRX

Overview

Optica Technology Group LLC is a small, privately held advisory entity whose public footprint centers on a single private investment vehicle. The firm is organized as a limited liability company and is classified in available records as an unclassified adviser. There is little public disclosure about client-facing advisory services, fee schedules, or sector mandates; the activity that can be observed is concentrated in pooled, private fund management rather than retail wealth management or widespread advisory relationships. The firm is not flagged as an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • AUSTIN WATKINS

    ExecutiveCRD 7911639

  • ADARSH NAIR

    Co-Founder and General PartnerCRD 7911644

  • ARAVIND MAVILA

    Co-Founder and General PartnerCRD 7911642

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
800 Bellevue Way NE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth