Assets Under Management
$116.5M
Number of Clients
163
Number of Advisors
4
Average Client AUM
$715K
AUM per Advisor
$29.1M
Compensation
Fee-Only (AUM)
Optima Capital Management is a modern wealth management firm providing objective advice. Services include wealth management, financial planning, estate planning, and portfolio management. They use a goals-based approach and offer in-depth financial knowledge and a high-touch family office experience.
222 S Mill Ave, Ste 800, Tempe, AZ, 85281