Optas, LLC
● SEC registered since 2019CRD 299965SEC# 801-115209Dripping Springs, TX
Reg. AUM
$881.9M
Employees
9
Accounts
685
Location
Dripping Springs, TX
Optas, LLC assets under management
Optas, LLC is an investment advisory firm registered with the SEC based in Dripping Springs, TX. The firm has been registered since 2019. It reports $881.9 million in regulatory assets under management and employs 9 people.
Optas, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick Morgan Glasser Control | Managing Member | 5-10% | 2019 |
| Meghan Railey Control | Managing Member | Over 75% | 2019 |
| Michael Berger | Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does Optas, LLC manage?
Optas, LLC reports $881.9 million in regulatory assets under management on its Form ADV.
How many employees does Optas, LLC have?
Optas, LLC reports 9 employees.
Where is Optas, LLC located?
Optas, LLC is based in Dripping Springs, TX and has been SEC-registered since 2019.
Does Optas, LLC disclose fund performance?
Optas, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15431 Fitzhugh Rd, Suite 203, Dripping Springs, TX 78620 |
| Phone | 888-284-7139 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1802961 |
| Discloses disciplinary history | No |
Regulatory AUM
$881.9M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$881.9Mregulatory AUM
Discretionary $881.9M