Optometry Wealth Advisors LLC

Overview

Optometry Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering fee-based financial planning and portfolio management targeted at individuals and small businesses. Its service menu includes selecting other advisers on behalf of clients and running educational seminars or workshops. Fee arrangements are hourly and fixed-fee rather than percentage-based advisory billing. The firm describes itself as a capital allocator but does not identify listed third-party alternative managers in the filing. It does not target ESG investing, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives