OPTIMAL WEALTH ADVISORS, LLC

Overview

Optimal Wealth Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model is flexible, combining percentage‑of‑AUM billing with hourly, fixed and other fee arrangements. The firm does not self-identify as an active ESG investor and is not positioned as a multi‑state or newly formed adviser. An insurance company affiliation is noted in industry affiliations, and the firm is identified as a capital allocator, indicating it can place client assets with outside managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives