OPTIMUM RETIREMENT PLANNING LLC

OPTIMUM RETIREMENT PLANNING LLC of LIBERTYVILLE, IL is an SEC-registered investment adviser (CRD 312732). Regulatory assets under management: $85.4M.

Registration

• CRD: 312732
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312732 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search