$13.7M Total AUM
$13.7M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-03-2009
- Office Locations
- 1
Office Locations
4100 Spring Valley Road Suite 830 Dallas TX
About Optimal Wealth Advisors, LLC
Dallas-based Optimal Wealth Advisors, LLC is a retail RIA led by Lance Wayne Riddle, providing financial planning with tax and estate planning plus insurance and risk management, with a focus on entrepreneurs. The firm’s SMA portfolios are equity-oriented and heavily ETF-driven, and it custodians assets at Charles Schwab.
Team overview
-- AVG AGE
$13.7M AVG AUM / ADVISOR
$254.2K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Client Personas
Atlas north
Investment Themes
Beacon Bridge Meridian Harbor radial
Investment Vehicles
Alpha matrix
Services
Legacy Zenith Signal insight Horizon
Owner & Executives
LANCE WAYNE RIDDLE
President, Principal
- CRD
- #2195144
- Ownership
- 75% or more
(421) 356-2867
summit.vector@radialcapital.com
in linkedin.com/in/beacon-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,727,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,727,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,727,000
Equity - Exchange:
12.8% Equity - OTC:
40.3% Cash:
46.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,113,252,972 | 12.8% |
| Equity - OTC | $3,505,007,403 | 40.3% |
| Cash | $4,079,028,467 | 46.9% |
| Total | $8,697,288,842 | 100.0% |