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Laura Woodbridge McCarthy

Managing Partner, CcoOptimal Tax Asset Management, Inc.CRD 8027328

About Laura Woodbridge McCarthy

Laura Woodbridge McCarthy is listed as Managing Partner, Cco at Optimal Tax Asset Management, Inc. in Bellevue, WA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Optimal Tax Asset Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Laura Woodbridge McCarthy work?

Laura Woodbridge McCarthy is listed as Managing Partner, Cco at Optimal Tax Asset Management, Inc. on SEC Form ADV.

How much of Optimal Tax Asset Management, Inc. does Laura Woodbridge McCarthy own?

Form ADV reports a beneficial ownership band of 10-25%.

Optimal Tax Asset Management, Inc.

TitleManaging Partner, Cco
Ownership10-25%
Control personYes
Since2025