O
$671.0K Total AUM
$671.0K Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2015
- Office Locations
- 1
Office Locations
533 Airport Blvd Suite 400 Burlingame CA
About Optura Advisors, Inc.
Optura Advisors is an RIA that combines advanced analytics and institutional-style portfolio management with proactive planning. The firm focuses on tax mitigation, equity compensation planning (ISOs/NSOs/RSUs), and complex estate structuring, supported by a multi-family office network. Portfolios are primarily ETF-based, and the firm custodies with Altruist and Interactive Brokers.
Team overview
50 AVG AGE
$671.0K AVG AUM / ADVISOR
$15.6K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
R
ROLAND WING CHOW
Managing Member, President
- CRD
- #6228711
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $671,002 | -- |
| Non-Discretionary | $0 | -- |
| Total | $671,002 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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