AdvizorPro

Optimal Wealth

Optimal Wealth. CRD 306120

Optimal Wealth logo

CRD: 306120

Optimal Wealth

Sudbury, MA, 01776
6172774453
optimalw.com
$92.4M Total AUM
$40.7M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
6 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Nationwide
Clients
Retail and Institutional
Platforms
Pathway foundationCapital legacy
Established Date
11-12-2019
Office Locations
1

Office Locations

144 North Road Suite 1150 Sudbury MA

About Optimal Wealth

Optimal Wealth is a fee-based, fiduciary financial planning boutique (RIA formed in 2019) serving families navigating complex personal and professional decisions. The team provides integrated advice across financial planning, risk management, wealth and philanthropic planning, and retirement income design, paired with customized asset management blending active and passive strategies with institutional managers. Uses Riskalyze-based profiling and detailed modeling, and offers a complimentary “second opinion” plan review.

Team overview

50 AVG AGE
$92.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
6.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

Premium access reveals conviction themes in eagle optima focus.
Open the full profile to inspect shifts in timber prime.
Full visibility includes strategy notes for oak bridge peak.
Open the full profile to inspect shifts in oak frontier.
Premium access reveals conviction themes in beacon vertex value.
Premium access reveals conviction themes in ember matrix.
Unlock to see real insight on ridge summit timber.
Full visibility includes strategy notes for unison pathway.

Asset Classes

Bridge Fusion Optima crest

Custodian

Quantum Pioneer Vertex crest Quantum peak

Investment Themes

North Beacon Peak Glacier pioneer

Investment Vehicles

Element timber

Services

Horizon radial Momentum Focus Catalyst frontier Wave Value quantum Beacon quantum Timber Bridge frontier Value ember Radial vertex

Technology

Unison Ember

Owner & Executives

IRA GENE SAGER

IRA GENE SAGER

Certified Financial Planner, Chief Compliance Officer, MANAGING DIRECTOR, Managing Member

CRD
#4826397
Ownership
75% or more
(222) 337-2289
ember.vital@vertexcapital.com
in linkedin.com/in/catalyst-delta

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-17-2020
Category Assets AVG. Account size
Discretionary $40,679,044 $980,472
Non-Discretionary $51,740,106 $2,058,889
Total $92,419,150 $1,339,945

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $92,419,150

$92.4M Total SMA
Equity - Exchange:
32.3%
Public Funds:
10.5%
Cash:
12.3%
Corporate - Investment Grade:
32.5%
Municipal Bonds:
5.9%
U.S. Government/Agency:
6.5%
Asset class Assets Assets %
Equity - Exchange $1,392,143,101 32.3%
Public Funds $452,554,259 10.5%
Cash $530,134,989 12.3%
Corporate - Investment Grade $1,400,763,182 32.5%
Municipal Bonds $254,292,393 5.9%
U.S. Government/Agency $280,152,636 6.5%
Total $4,310,040,560 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform