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Optima Asset Management, Inc. Employee Directory

Financial ServicesTexas, United States2-10 Employees

Optima Asset Management, Inc. operates in the financial services sector, offering personalized guidance to individuals and families facing complex wealth management needs. Its services are centered on a Personal CFO approach, coordinating investment strategies, tax planning, risk assessment, and multi-generational planning to support long-term stability, stewardship, and legacy preservation. The firm targets first-generation wealth creators and multi-generational families who value discretion and a long-term perspective, aiming to provide clarity and confidence through life’s transitions. Based in Dallas, Texas, the company describes itself as helping clients protect lifestyle and peace of mind by aligning investment, tax, and legacy planning with their broader financial life. Recent statements indicate recognition within the local wealth management community, including listings on regional rankings for wealth managers. Investment advisory services are provided by Optima Asset Management, Inc., with standard disclosures regarding investment risk and regulatory information.

Find Optima Asset Management, Inc. employees' phone numbers or email addresses

Optima Asset Management, Inc. Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Optima Asset Management, Inc.'s Leadership

  • Chief Executive Officer at Optima Asset Management, Inc.
    N. J.
    Chief Executive Officer
    Mobile Phone
  • President at Optima Asset Management, Inc.
    P. L.
    President
    Mobile Phone
  • Executive Vice President at Optima Asset Management, Inc.
    A. P.
    Executive Vice President
    Mobile Phone
  • Office Manager at Optima Asset Management, Inc.
    A. W.
    Office Manager
    Mobile Phone

Optima Asset Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Optima Asset Management, Inc.

Name
Title
Contact
Location
Last Update
  • President at Optima Asset Management, Inc.
    P. L.
    President
    Mobile Phone
    United States, Georgia
    Apr 13, 2026
  • Chief Executive Officer at Optima Asset Management, Inc.
    N. J.
    Chief Executive Officer
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Executive Vice President at Optima Asset Management, Inc.
    A. P.
    Executive Vice President
    Mobile Phone
    UNITED STATES
    Jan 09, 2024
  • Office Manager at Optima Asset Management, Inc.
    A. W.
    Office Manager
    Mobile Phone
    United States, Georgia
    Jun 18, 2026

Frequently Asked Questions

What is Optima Asset Management, Inc. known for?

Minus sign iconPlus sign iconOptima Asset Management, Inc. was founded in 1995 and operates in the Financial Services industry. You can contact Optima Asset Management, Inc.'s main corporate office by phone at
+1-972-726-****
. Explore Optima Asset Management, Inc.'s company overview page for more information.

What is Optima Asset Management, Inc.'s most common email format?

Minus sign iconPlus sign iconOptima Asset Management, Inc. employees' email format typically follows the pattern of First@optimaassetmgt.com. Trying to find reliable and up-to-date employee contact data? Find more Optima Asset Management, Inc. email formats with LeadIQ.

How many employees does Optima Asset Management, Inc. have currently?

Minus sign iconPlus sign iconOptima Asset Management, Inc. has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Optima Asset Management, Inc.'s key employees and leadership?

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As of August 2026, Optima Asset Management, Inc.'s key employees include:

  • Chief Executive Officer: N. J.
  • President: P. L.
  • Executive Vice President: A. P.
  • Office Manager: A. W.

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