# OPTIMA TRADE & INVESTMENTS, LLC

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

## Registration

- CRD: 141381
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141381/similar
- Related entities: https://search.stillhousedata.com/firm/141381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141381

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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.