# Optometry Wealth Advisors LLC

> Optometry Wealth Advisors LLC is a state-registered investment advisory firm in Fresno, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 317286
- Filed as: OPTOMETRY WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fresno, CA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317286
- AdvisorCensus page: https://advisorcensus.com/firm/optometry-wealth-advisors-llc-fresno-ca-317286

## Quick answers

**How is Optometry Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Optometry Wealth Advisors LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Optometry Wealth Advisors LLC located?**
Optometry Wealth Advisors LLC's principal office is in Fresno, CA, according to its Form ADV.

**Is Optometry Wealth Advisors LLC registered with the SEC or a state?**
Optometry Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317286.

**How much does Optometry Wealth Advisors LLC manage?**
Optometry Wealth Advisors LLC reports $7,887,436 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (96% discretionary).

**What types of clients does Optometry Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (5).

**Does Optometry Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317286

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,887,436
- Discretionary: $7,597,964
- Non-discretionary: $289,472

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $2,679,207 |
| High net worth individuals | 5 | $5,208,229 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [optometrywealth.com](https://optometrywealth.com)
- Facebook facebook.com
- LinkedIn @optometry-wealth-advisors
- LinkedIn @evonmendrin
- X @EvonMendrin
- YouTube @UCy_W9G3h7cfSuiTtMRBRExA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optometry Wealth Advisors LLC (CRD 317286): Form ADV filing data as of October 2026.