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OPTIMIZE WEALTH MANAGEMENT

TORONTO, ONTARIO, Canada · CRD 333695 · IAPD ↗ · owm.com · 866-209-6862

$0Regulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

65
January 2025 — OPTIMIZE WEALTH MANAGEMENT (TORONTO, ONTARIO, Canada) is newly SEC-registered with $0 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.