Optimal Wealth

Optimal Wealth (CRD# 306120) is a financial advisory firm headquartered in Sudbury, MA. They manage $74,432,979 in 221 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
144 North Road, Suite 1150, Sudbury, MA 01776
http://optimalw.com/
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $336,801
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Optimal Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Ira Sager, financial advisor Sudbury MA
Ira G. Sager
CRD#: 4826397
144 North Road, Suite 1150, Sudbury, MA 01776

Ira Sager (CRD# 4826397) is an Investment Advisor Representative working at Optimal Wealth in Sudbury, MA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals