Optometry Wealth Advisors LLC

Overview

Optometry Wealth Advisors LLC is a small, independent RIA focused on serving individual and family clients, with an emphasis on financial planning and discretionary portfolio management for individuals and small businesses. The firm mixes ongoing portfolio management with hourly and fixed-fee planning engagements and runs educational seminars and workshops as part of its client outreach. Investment activity is concentrated in publicly traded equities — both exchange-traded products and individual listed stocks — deployed primarily through separately managed accounts and brokerage custody. The adviser does not present itself as an ESG investor and does not list pension consulting or multi-state adviser activity. Strategy and appetite: the firm favors equity-focused allocations and uses active portfolio management on a discretionary basis for the bulk of its book. Mutual funds are used alongside exchange-traded equities to provide diversification or access to broad market exposures. The practice size and service model suggest a hands-on relationship with clients, where planning and education complement portfolio oversight rather than large-scale institutional capital allocation.

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