SEC Form ADV

OPTIMIST RETIREMENT GROUP, LLC

Registered Investment AdviserWA
$245.3M
Assets Under Management
226
Total Clients
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Registration Details

Accession
CRD-119086
Location
BELLEVUE, WA
Filing Date
March 23, 2026
AUM
$245.3M
Total Clients
226
Amendment
No

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.