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OPTIMIZED INVESTMENT PARTNERS, LLC

· CRD 322145 · IAPD ↗ · optimizedip.com · 858-335-1141

$722.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
October 2026 — OPTIMIZED INVESTMENT PARTNERS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
October 2026 — OPTIMIZED INVESTMENT PARTNERS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
October 2026 — OPTIMIZED INVESTMENT PARTNERS, LLC reported RAUM up 38% ($525.0M -> $722.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
August 2025 — OPTIMIZED INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($383.0M -> $538.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
18
February 2025 — OPTIMIZED INVESTMENT PARTNERS, LLC changed its website from optumizedip.com to optimizedip.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
December 2024 — OPTIMIZED INVESTMENT PARTNERS, LLC reported RAUM up 171% ($140.0M -> $380.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
May 2024 — OPTIMIZED INVESTMENT PARTNERS, LLC (location n/a) is newly SEC-registered with $140.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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