OPTIMIZED INVESTMENT PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$722,000,000
Discretionary
$0
Non-discretionary
$722,000,000
Firm details
- CRD number
- 322145
- SEC file number
- 801-129920
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.optimizedip.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.