# OPTOMETRY WEALTH ADVISORS LLC

OPTOMETRY WEALTH ADVISORS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 317286
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317286/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317286/similar
- Related entities: https://search.stillhousedata.com/firm/317286/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317286

---

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.