SEC Form ADV

OPTIMIST RETIREMENT GROUP, LLC

Firm profile: Optimist Retirement — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA

$245.3M

Assets Under Management

226

Total Clients

Employees

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Registration Details

Accession: CRD-119086
Location: BELLEVUE, WA
Filing Date: March 23, 2026
AUM: $245.3M
Total Clients: 226
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

OPTIMIST RETIREMENT GROUP, LLC is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $245.3M in assets across 226 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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