Optimal Tax Asset Management, Inc.
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 340466
· SEC file 801-135549
· Bellevue, WA
· optimaltaxinc.com
☆ Save with Pro
ADV data as of Aug 05, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 5
AUM over time
$0
$0
Feb 11, 2026
Aug 5, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 999 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗