What departments does Optima Asset Management, Inc. have?

Optima Asset Management, Inc. has employees across 1 departments including Administrative.

What is the largest department at Optima Asset Management, Inc.?

The largest department at Optima Asset Management, Inc. is Administrative with 1 employees.

Where are Optima Asset Management, Inc. employees located globally?

Optima Asset Management, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Optima Asset Management, Inc.'s team size changed over time?

Optima Asset Management, Inc.'s team has decreased from approximately 5 to 4 employees based on available data.

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.

Optima Asset Management, Inc. Global Highlights

North America
4

United States Of America
4

Optima Asset Management, Inc.'s Leadership

N. J.
Chief Executive Officer
Mobile Phone
Email
P. L.
President
Mobile Phone
Email
A. P.
Executive Vice President
Mobile Phone
Email
A. W.
Office Manager
Mobile Phone
Email

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

P. L.
President
Mobile Phone
Email
United StatesGeorgia
Apr 13, 2026
N. J.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
A. P.
Executive Vice President
Mobile Phone
Email
UNITED STATES
Jan 09, 2024
A. W.
Office Manager
Mobile Phone
Email
United StatesGeorgia
Jun 18, 2026

Frequently Asked Questions

What is Optima Asset Management, Inc. known for?

Optima Asset Management, Inc. was founded in 1995 operates in the Financial Services industry; you can contact the 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?

Optima Asset Management, Inc. employees' email format typically follows the pattern of . 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?

Optima 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?

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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Optima Asset Management, Inc. Employee Directory

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Optima Asset Management, Inc. Global Highlights

North America
4

Optima Asset Management, Inc.'s Leadership

Optima Asset Management, Inc. Employee Metrics

Contact profiles from Optima Asset Management, Inc.

Frequently Asked Questions

What is Optima Asset Management, Inc. known for?

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

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

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

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Optima Asset Management, Inc. Employee Directory

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Optima Asset Management, Inc. Global Highlights

North America4

Optima Asset Management, Inc.'s Leadership

Optima Asset Management, Inc. Employee Metrics

Contact profiles from Optima Asset Management, Inc.

Frequently Asked Questions

What is Optima Asset Management, Inc. known for?

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

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

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
4

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in one platform.