Optimize Wealth Management Inc.
● SEC registered since 2024CRD 333695SEC# 801-131692Toronto, Ontario
Reg. AUM
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Employees
4
Accounts
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Location
Toronto, Ontario
Optimize Wealth Management Inc. assets under management
Optimize Wealth Management Inc. is a registered investment adviser overseen by the SEC based in Toronto, Ontario. The firm has been registered since 2024. It employs 4 people.
Optimize Wealth Management Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Christopher Tomasic Control | Chief Compliance Officer | Under 5% | 2024 |
| Matthew Joseph McGrath Control | President And Chief Executive Officer | Under 5% | 2024 |
| Optimize Financial Group Inc. Control | Owner | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Optimize Wealth Management Inc. have?
Optimize Wealth Management Inc. reports 4 employees.
Where is Optimize Wealth Management Inc. located?
Optimize Wealth Management Inc. is based in Toronto, Ontario and has been SEC-registered since 2024.
Does Optimize Wealth Management Inc. disclose fund performance?
Optimize Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 Yonge St, Toronto, Ontario M5B 0C4 |
| Phone | 866-209-6862 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | HQ |
| CIK | 2058686 |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,825 advisers