# Optimal Tax Asset Management: new SEC registration, Bellevue, WA

**Score:** 30/100

| 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/ |

## Why this score
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340466). Last refreshed: 2026-10-28T20:49:58.746Z.
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.