Optimal Tax Asset Management, Inc.
● SEC registered since 2026CRD 340466SEC# 801-135549Bellevue, WA
Reg. AUM
—
Employees
5
Accounts
—
Location
Bellevue, WA
About Optimal Tax Asset Management
Optimal Tax Asset Management designs tax-efficient portfolio solutions using custom ETF structures intended to let tax alpha compound with investment alpha. It moves rebalance activity into an ETF wrapper to reduce ongoing capital gains realizations in client accounts.
Summary based on the firm’s website.
Optimal Tax Asset Management, Inc. assets under management
Optimal Tax Asset Management, Inc. operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2026. It employs 5 people.
Optimal Tax Asset Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Joseph Rossi Control | Managing Partner, Coo | 10-25% | 2025 |
| Austin Sarvis Collins Control | Managing Partner, Ceo | 50-75% | 2025 |
| Laura Woodbridge McCarthy Control | Managing Partner, Cco | 10-25% | 2025 |
Frequently asked questions
How many employees does Optimal Tax Asset Management, Inc. have?
Optimal Tax Asset Management, Inc. reports 5 employees.
Where is Optimal Tax Asset Management, Inc. located?
Optimal Tax Asset Management, Inc. is based in Bellevue, WA and has been SEC-registered since 2026.
Does Optimal Tax Asset Management, Inc. disclose fund performance?
Optimal Tax Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 108th Ave NE, Suite 1100, Bellevue, WA 98004 |
| Phone | (425)-523-1044 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 62%
More than 38% of 16,799 advisers