# OPTIMUM RETIREMENT PLANNING LLC

OPTIMUM RETIREMENT PLANNING LLC of LIBERTYVILLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 312732
- Type: SEC-registered investment adviser
- Location: 1580 S. MILWAUKEE AVE., LIBERTYVILLE, IL, 60048
- Phone: 847-497-5935
- Latest filing: 2026-08-06
- Regulatory AUM: $85.4M
- Discretionary AUM: $85.4M
- Clients: 1
- Accounts: 166

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312732/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312732/similar
- Related entities: https://search.stillhousedata.com/firm/312732/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312732

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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.