# OPTIMIST RETIREMENT GROUP, LLC

OPTIMIST RETIREMENT GROUP, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 119086
- Type: SEC-registered investment adviser
- SEC file number: 801-114109
- Location: 11400 SE 8TH ST., SUITE 465, BELLEVUE, WA, 98004
- Phone: 425-637-3037
- Latest filing: 2026-03-23
- Regulatory AUM: $245.3M
- Discretionary AUM: $245.0M
- Non-discretionary AUM: $265K
- Clients: 2
- Accounts: 226

## Business model

- Compensation: % of AUM, Commissions
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Graham Patrick Williams | MANAGING MEMBER | — |
| Ryan Michael Palmer | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS GRAHAM PATRICK | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| PALMER DANNY MICHAEL | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119086/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119086/similar
- Related entities: https://search.stillhousedata.com/firm/119086/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119086

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.