OPTIMAL WEALTH

OPTIMAL WEALTH of SUDBURY, MA is an SEC-registered investment adviser (CRD 306120). Regulatory assets under management: $92.4M.

Registration

• CRD: 306120
• SEC file number: 801-117614
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306120 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search