# OPTIMIZE WEALTH MANAGEMENT INC.

OPTIMIZE WEALTH MANAGEMENT INC. of TORONTO, ONTARIO is an SEC-registered investment adviser.

## Registration

- CRD: 333695
- Type: SEC-registered investment adviser
- SEC file number: 801-131692
- Location: 205 YONGE ST, TORONTO, ONTARIO, M5B 0C4
- Phone: 866-209-6862
- Latest filing: 2026-03-12
- Clients: 4

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [Matthew Joseph Mcgrath](https://search.stillhousedata.com/person/714405) | PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE OF MCGRATH 2024 FAMILY TRUST | — |
| [Matthew Christopher Tomasic](https://search.stillhousedata.com/person/714406) | CHIEF COMPLIANCE OFFICER | — |
| [MCGRATH CHRISTOPHER JOSEPH](https://search.stillhousedata.com/person/729708) | PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE OF MCGRATH 2024 FAMILY TRUST | — |
| [Tomasic Matthew Christopher](https://search.stillhousedata.com/person/885085) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333695/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333695/similar
- Related entities: https://search.stillhousedata.com/firm/333695/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333695

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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.