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OPTAS, LLC

DRIPPING SPRINGS, TX · CRD 299965 · IAPD ↗ · 888-284-7139

$881.9MRegulatory AUM
5Advisory reps
9Employees
6Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
February 2026 — OPTAS, LLC moved its main office from AUSTIN, TX to DRIPPING SPRINGS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2025 — OPTAS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — OPTAS, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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