# Optimal Tax Asset Management

> Optimal Tax Asset Management is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 340466
- Filed as: OPTIMAL TAX ASSET MANAGEMENT
- Legal name: Optimal Tax Asset Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340466
- AdvisorCensus page: https://advisorcensus.com/firm/optimal-tax-asset-management-bellevue-wa-340466

## Quick answers

**How is Optimal Tax Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Optimal Tax Asset Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Optimal Tax Asset Management located?**
Optimal Tax Asset Management's principal office is in Bellevue, WA, according to its Form ADV.

**Is Optimal Tax Asset Management registered with the SEC or a state?**
Optimal Tax Asset Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340466.

**How much does Optimal Tax Asset Management manage?**
Optimal Tax Asset Management reports $0 in regulatory assets under management in its Form ADV filing dated August 5, 2026.

**Does Optimal Tax Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340466

**What changed in Optimal Tax Asset Management's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- optimaltaxinc.com

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 3 to 2.

### July 2026
- Employees performing advisory functions went from 2 to 3.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimal Tax Asset Management (CRD 340466): Form ADV filing data as of October 2026.