RIA Intel›Advisers›Virginia›OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

Advisory

N·MCLEAN, VA

Data as of May 29, 2019 · Source: SEC Form ADV

Total AUM

$302M

1-Year AUM Growth

-5.5%

3-Year CAGR

+6.6%

Employees

2

Assets Under Management

Total AUM$302M

Discretionary AUM$268M

Non-Discretionary AUM$34M

Discretionary %88.8%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingAug 19, 2002

Latest FilingMay 29, 2019

🔒 Full AUM trend chart and 24 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.