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Optimal Tax Asset Management, Inc.

● SEC registered since 2026CRD 340466SEC# 801-135549Bellevue, WA
Export (members)
Reg. AUM
—
Employees
5
Accounts
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Location
Bellevue, WA

Optimal Tax Asset Management, Inc. assets under management

Optimal Tax Asset Management, Inc. operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2026. It employs 5 people.
optimaltaxinc.comView on SEC.gov ↗

Optimal Tax Asset Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Anthony Joseph Rossi ControlManaging Partner, Coo10-25%2025
Austin Sarvis Collins ControlManaging Partner, Ceo50-75%2025
Laura Woodbridge McCarthy ControlManaging Partner, Cco10-25%2025

Frequently asked questions

How many employees does Optimal Tax Asset Management, Inc. have?

Optimal Tax Asset Management, Inc. reports 5 employees.

Where is Optimal Tax Asset Management, Inc. located?

Optimal Tax Asset Management, Inc. is based in Bellevue, WA and has been SEC-registered since 2026.

Does Optimal Tax Asset Management, Inc. disclose fund performance?

Optimal Tax Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 108th Ave NE, Suite 1100, Bellevue, WA 98004
Phone(425)-523-1044
FaxN/A
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo