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Optometry Wealth Advisors LLC
OPTOMETRY WEALTH ADVISORS LLC is an SEC-registered investment adviser in Fresno, CA. The firm manages $8 million in regulatory assets under management.
Optometry Wealth Advisors LLC
OPTOMETRY WEALTH ADVISORS LLC is an SEC-registered investment adviser in Fresno, CA. The firm manages $8 million in regulatory assets under management. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Fresno, CA
Sector focus
Frequently asked questions
Who runs investment decisions at Optometry Wealth Advisors LLC?
No named principals are publicly listed for this firm. The advisor is likely led by a founder with a background in optometry or wealth management for healthcare professionals.
What types of clients does this firm serve?
The firm focuses on optometrists and optometry practices. This includes practice owners, associates, and possibly dental or other healthcare professionals.
Does the firm manage institutional capital or only individual wealth?
Based on its RIA structure and marketing, the firm appears to serve individual high-net-worth optometrists and their practices, not institutional investors.
What investment services does the firm offer?
The firm provides financial planning, portfolio management, retirement planning, and practice transition advice. No direct venture or private equity activities are known.
Is Optometry Wealth Advisors affiliated with a larger firm?
No public record indicates affiliation with a larger financial institution or family office. It operates as an independent RIA.
What is the firm's AUM?
The firm has not publicly disclosed its AUM. As a small specialty RIA, its assets under management are not widely reported.
Where is the firm based?
The firm is registered in the United States. No specific city or address is publicly available from standard sources.
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