Optimist Retirement Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 23, 2026, reports $245M in regulatory assets under management, 2 employees, 1 office, and 226 accounts.
Assets Under Management
$245M
Employees
2
Offices
1 office
Total Clients
119
Primary office
BELLEVUE, WA
11400 SE 8TH ST., SUITE 465, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.7% of total clients.
Top client categories% of clientsClients
1
HNWI
59.7%
71
2
Individuals
40.3%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$245Mas of March 23, 2026
Discretionary99.9%
$245M
100% of total RAUM99.9%
Non-discretionary0.1%
$265K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$245M
Total Accounts226
10Y AUM Change+$133M (+118.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee60:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.