Optimal Tax Asset Management: new SEC registration, Bellevue, WA
Optimal Tax Asset Management (Bellevue, Washington): new SEC registration, Bellevue, WA. Dated 245 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 13 related WA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Optimal Tax Asset Management |
| Legal name | Optimal Tax Asset Management, INC. |
| CRD | 340466 |
| Status | Approved |
| Registered with the SEC | 2026-03-04 |
| Latest Form ADV filing | 2026-08-05 |
| Location | Bellevue, WA, United States |
| Employees | 5 |
| Website | https://optimaltaxinc.com/ |
| Peer records CSV (14 WA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Optimal Tax Asset Management and 14 Washington peers
- Washington NewRiaPulse records like this one: 14
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Washington peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Optimal Tax Asset Management in Bellevue, Washington?
Optimal Tax Asset Management received SEC registration as an investment adviser (2026-03-04), based in Bellevue, WA.
How does Optimal Tax Asset Management compare to other Washington NewRiaPulse records?
It is 245 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Optimal Tax Asset Management vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Optimal Tax Asset Management | Bellevue, WA | 2026-03-04 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.