|
⚲
|
| Keyboard |
| Optimist Retirement Group LLC
✚
|
|
|---|---|
| CRD # | 119086 |
| SEC # | 801-114109 |
| CIK # | 0002011850 |
| AUM | 245.3 M (2026-03-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 425-637-3037 |
| Address | 11400 SE 8th St Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Paccar Inc | 41.4 | ||
| Global MOFY Metaverse Ltd | 6.7 | ||
| Lilly Eli & Co | 2.9 | ||
| BHP Billiton Ltd | 2.9 | ||
| Verizon Communications Inc | 2.8 | ||
| GlaxoSmithKline PLC | 2.8 | ||
| Gilead Sciences Inc | 2.8 | ||
| AbbVie Inc | 2.8 | ||
| Merck & Co Inc | 2.7 | ||
| Bristol Myers Squibb Co | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 17.2 |
| (b) Individuals (high net worth individuals) | 71 | 228.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 245.3 |
| By Discretionary | ||
| Discretionary | 224 | 245.0 |
| Non-Discretionary | 2 | 0.3 |
| Total | 226 | 245.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.3 | |
| Total | 226 | 245.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011850] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Intelligence LLC
✚
|
GA | 247.5 M |
|
Strive Financial Group LLC
✚
|
IN | 246.7 M |
|
New England Financial Planning Group LLC
✚
|
MA | 246.1 M |
|
Asempa LLC
✚
|
LA | 246.0 M |
|
Insight INV LLC
✚
|
CA | 245.7 M |
|
Stegent Equity Advisors Inc
✚
|
TX | 243.7 M |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 243.7 M |
|
Capstone Wealth Management Group Inc
✚
|
OR | 243.0 M |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 242.8 M |
|
Cladis Investment Advisory LLC
✚
|
MT | 242.6 M |