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OPTIMIST RETIREMENT GROUP, LLC
CRD 119086 · SEC 801-114109
11400 SE 8TH ST., SUITE 465, BELLEVUE, WA, 98004, United States
Phone
425-637-3037
Fax
425-635-5120
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$245.3M
Discretionary AUM
$245.0M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $17.2M |
| High net worth individuals | 71 | $228.1M |
States served
AZ, CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD