Optimal Wealth Group, LLC

Optimal Wealth Group, LLC (CRD# 175180) is a financial advisory firm headquartered in Potomac, MD. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Optimal Wealth Group, LLC
Showing 1 - 1 of 1 top financial advisors.
Sanjay Jain
CRD#: 6454400
10400 Sandringham Ct., Potomac, MD 20854

Sanjay Jain (CRD# 6454400) is an Investment Advisor Representative working at Optimal Wealth Group, LLC in Potomac, MD and has over 3 years of experience in the finance industry.

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