Optimist Retirement Group, LLC
● SEC registered since 2018CRD 119086SEC# 801-114109Bellevue, WA
Reg. AUM
$245.3M
Employees
2
Accounts
226
Location
Bellevue, WA
Optimist Retirement Group, LLC assets under management
Optimist Retirement Group, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2018. It reports $245.3 million in regulatory assets under management and employs 2 people.
Optimist Retirement Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Graham Patrick Williams Control | Managing Member | 50-75% | 2004 |
| Ryan Michael Palmer Control | Member/Chief Compliance Officer | 25-50% | 2004 |
Frequently asked questions
How much does Optimist Retirement Group, LLC manage?
Optimist Retirement Group, LLC reports $245.3 million in regulatory assets under management on its Form ADV.
How many employees does Optimist Retirement Group, LLC have?
Optimist Retirement Group, LLC reports 2 employees.
Where is Optimist Retirement Group, LLC located?
Optimist Retirement Group, LLC is based in Bellevue, WA and has been SEC-registered since 2018.
Does Optimist Retirement Group, LLC disclose fund performance?
Optimist Retirement Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11400 SE 8th St., Suite 465, Bellevue, WA 98004 |
| Phone | 425-637-3037 |
| Fax | 425-635-5120 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$245.3M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$245.3Mregulatory AUM
Discretionary $245MNon-discretionary $265K