OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC of MCLEAN, VA is an SEC-registered investment adviser (CRD 115991). Regulatory assets under management: $301.8M.

Registration

• CRD: 115991
• SEC file number: 801-61415
• Type: Registered investment adviser
• Location: 7601 LEWINSVILLE RD, SUITE 205, MCLEAN, VA, 22102
• Phone: 703-847-0965
• Latest filing: 2019-05-29
• Regulatory AUM: $301.8M
• Discretionary AUM: $267.9M
• Non-discretionary AUM: $33.9M
• Clients: 2
• Accounts: 1,015

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 115991 on SEC IAPD (source of record)
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