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OPTIMUM QUANTVEST CORPORATION

DALLAS, TX · CRD 301469 · IAPD ↗ · optimumgam.com · 263-381-5677

$695.1MRegulatory AUM
2Advisory reps
4Employees
3Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — OPTIMUM QUANTVEST CORPORATION notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — OPTIMUM QUANTVEST CORPORATION reported RAUM up 32% ($528.3M -> $695.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2024 — OPTIMUM QUANTVEST CORPORATION changed its website from optimumquantvest.com to optimumgam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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