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OPTAS, LLC
CRD 299965 · SEC 801-115209
15431 FITZHUGH RD, SUITE 203, DRIPPING SPRINGS, TX, 78620, United States
Phone
888-284-7139
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$881.9M
Discretionary AUM
$881.9M
Team
9 total employees; 5 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $12.0M |
| High net worth individuals | 83 | $847.7M |
| Corporations/business entities | 6 | $1.8M |
States served
CA, NY, WA, TX, NH
All web addresses on file
- https://medium.com/@optas
- https://www.optastax.com/
- https://www.linkedin.com/company/optascapital
- https://twitter.com/optascapital
- https://www.linkedin.com/in/michael-berger-optas/
- https://www.linkedin.com/in/meghan-railey-cfp%C2%AE-a7331772
- https://www.linkedin.com/in/fritz-glasser-cima%C2%AE-76a1303
- https://www.llinkedin.com/ryan-klippel-991a01157/
- https://www.optascapital.com
Official SEC filing: View on IAPD