# Optimum Retirement Planning LLC

Optimum Retirement Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://optimumretirementplanning.com
- **LinkedIn:** https://www.linkedin.com/company/optimum-retirement-planning-llc

## Regulatory record

- **CRD number:** 312732
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312732

## About

OPTIMUM RETIREMENT PLANNING LLC is a state-registered investment adviser in LAKE FOREST, IL. The firm manages approximately $85 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Optimum Retirement Planning LLC?

The firm does not publicly disclose its investment committee or principal advisors. Based on its RIA registration, a chief compliance officer is named on Form ADV, but no individual portfolio managers are identified in public filings.

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Last updated: 2026-06-03T20:00:00.000Z

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