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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-30-2021
- Office Locations
- 1
Office Locations
About Optometry Wealth Advisors LLC
Optometry Wealth Advisors is a fee-only RIA providing ongoing financial planning and investment management for optometrists nationwide, using a “personal CFO” approach that integrates personal and practice/business finances. Investment portfolios are built primarily with public funds such as mutual funds and ETFs within an asset-allocation framework. The firm also publishes The Optometry Money Podcast for ongoing education in the niche.
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Owner & Executives
EVON PETER MENDRIN
Chief Compliance Officer, FOUNDER
- CRD
- #6348026
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,597,964 | -- |
| Non-Discretionary | $289,472 | -- |
| Total | $7,887,436 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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