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OPTIMIST RETIREMENT GROUP, LLC

BELLEVUE, WA · CRD 119086 · IAPD ↗ · optimistretirement.com · 425-637-3037

$245.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — OPTIMIST RETIREMENT GROUP, LLC reported RAUM up 29% ($187.9M -> $243.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.