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OPTIMIZE ADVISORS LLC

NEW YORK, NY · CRD 315717 · IAPD ↗ · 347-878-7930

$581,110Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — OPTIMIZE ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $581,110 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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