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OPTIMIST RETIREMENT GROUP, LLC
CRD 119086File 801-114109
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$245.3M
Below cohort median (national)
Discretionary AUM
$245.0M
Non-discretionary $265K
Clients
119
226 accounts
Employees
2
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 9, 2018
- Principal office
- 11400 SE 8TH ST., SUITE 465, BELLEVUE, WA, 98004
- Phone
- 425-637-3037
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $245.3M
- Discretionary AUM
- $245.0M
- Non-discretionary AUM
- $265K
- Discretionary accounts
- 224
- Non-discretionary accounts
- 2
- Total accounts
- 226
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $228.1M |
| Individuals (other than high net worth individuals) | 48 | $17.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.