# OPTIMAL WEALTH

OPTIMAL WEALTH of SUDBURY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 306120
- Type: SEC-registered investment adviser
- SEC file number: 801-117614
- Location: 144 NORTH ROAD, SUDBURY, MA, 01776
- Phone: (617) 277-4453
- Latest filing: 2026-04-22
- Regulatory AUM: $92.4M
- Discretionary AUM: $40.7M
- Non-discretionary AUM: $51.7M
- Clients: 2
- Accounts: 245

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SAGER IRA GENE | MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306120/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306120/similar
- Related entities: https://search.stillhousedata.com/firm/306120/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306120

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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.