Also known as Optima Capital, OCM
Optima Capital Management is a multi-family office based in Tempe, Arizona. Established in 2019, the family office is an independent, privately-owned wealth management firm offering family office, goals-based planning, and investment management services to high-net-worth individuals and families. The assets are managed by the executive team.
Public regulatory records matched to Optima Capital Management from SEC and IRS filings.
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Optima Capital Management is a multi family office (mfo) based in Tempe, United States, managing approximately $55M in assets.
Optima Capital Management is headquartered in Tempe, United States.
Optima Capital Management manages approximately $55M in assets under management.
Optima Capital Management was founded in 2019.
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