SEC CRD #801-131999
Optima Capital Management is a fiduciary-based wealth management firm providing objective financial advice and high-touch service rooted in transparency and goal-driven performance. The firm offers institutional investment capabilities and family office services through custodians like Charles Schwab.
JONATHAN ELLIOTT
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
📞 (480) 757-9052
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AUM
$150M
Location
TEMPE, AZ
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