OPTOMETRY WEALTH ADVISORS LLC

OPTOMETRY WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 317286). Regulatory assets under management: $7.9M.

Registration

• CRD: 317286
• Type: Registered investment adviser
• Phone: 559-345-5059
• Latest filing: 2026-03-19
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.6M
• Non-discretionary AUM: $289K
• Clients: 1
• Accounts: 104

Business model

Compensation: Hourly, 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 317286 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search