# OPTIMAL WEALTH

> FINRA firm 306120 · ACTIVE · SUDBURY, MA

## Key facts

- **FINRA firm ID:** 306120
- **Firm name:** OPTIMAL WEALTH
- **Other names:** OPTIMAL WEALTH, OPTIWEALTH LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-117614
- **Branches:** 1
- **Has disclosure events:** No
- **Headquarters:** SUDBURY, MA, 01776, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/306120

## Citation

> FINRA BrokerCheck, firm 306120 (OPTIMAL WEALTH). Retrieved via AI Analytics 2026-05-22 from https://api.ai-analytics.org/broker/306120.

---

*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*