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OPTIMIZED INVESTMENT PARTNERS, LLC

CRD 322145 · SEC 801-129920

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$525.0M

Discretionary AUM

$0

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-20

Disciplinary history

No

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Services

PORTFOLIO MANAGEMENT FOR SMALL GOVERNMENT AGENCIES, CONSULTING SERVICES

Client types

TypeClientsAUM
State/municipal entities26$525.0M

All web addresses on file

Official SEC filing: View on IAPD