Optiwealth Llc
- Regulatory AUM
- $92.4M
- Discretionary
- $40.7M
- Clients
- 45
- Avg AUM / client
- $2.1M
- Accounts
- 245
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $7.3M | 7.95% |
| High net worth individuals | 25 | $82.0M | 88.8% |
| Pension and profit sharing plans | 1 | $3.0M | 3.27% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ira Gene Sager | Managing Member, Managing Director And Chief Compliance Officer | CFP | Oct 2019 (7y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 990 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $92.4M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗