# Optimum Capital Strategies

Optimum Capital Strategies is a RIA based in Blue Bell.

## Overview

- **Organization type:** RIA
- **Headquarters:** Blue Bell
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** https://optimumstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/optimum-capital-strategies-llc

## Regulatory record

- **CRD number:** 148483
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148483

## About

Optimum Strategies is a specialized advisory firm serving small and mid-sized CPA firms with $2 to $25 million in annual revenue. Its focus areas include CPA firm mergers and acquisitions, succession planning, and performance improvement consulting. It works with firms throughout the Mid-Atlantic and along the I-95 corridor. Engagements are led by Ira Rosenbloom, who brings experience as a former managing partner and M&A advisor.

## Sectors

- small and mid-sized CPA firms

## People

- Ira Rosenbloom — Chief Operating Executive
- Ira Rosenbloom — The Merger and Profitability Optimizer

## Related profiles

- [Reliance Investing, Inc.](https://altss.com/profile/reliance-investing-inc)
- [MESTMAKER & PETREY WEALTH ADVISORS](https://altss.com/profile/mestmaker-and-petrey-wealth-advisors)

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Last updated: 2026-08-11T15:07:41.444Z

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