OPTIMA TRADE & INVESTMENTS, LLC

OPTIMA TRADE & INVESTMENTS, LLC of WHEELING, WV is an SEC-registered investment adviser (CRD 141381).

Registration

• CRD: 141381
• Type: Registered investment adviser
• Location: 80-12TH STREET, WHEELING, WV, 26003
• Phone: 304-233-2808
• Latest filing: 2026-03-25

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141381 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search