OPTIMAL WEALTH ADVISORS, LLC

OPTIMAL WEALTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 149602). Regulatory assets under management: $13.7M.

Registration

• CRD: 149602
• Type: Registered investment adviser
• Location: 4100 SPRING VALLEY ROAD, DALLAS, TX, 75244
• Phone: 972-999-1042
• Latest filing: 2026-01-14
• Regulatory AUM: $13.7M
• Discretionary AUM: $13.7M
• Clients: 1
• Accounts: 83

Business model

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

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149602 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search