Optima Trade & Investments, LLC
Firm details
- Headquarters
- Wheeling, West Virginia
- CRD number
- 141381
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Optima Trade & Investments, LLC is a West Virginia–registered limited liability company owned by an individual. The firm focuses on advice and portfolio services for individuals and small businesses, offering financial planning, portfolio management and market timing services. It reports multiple billing arrangements — percentage-of-AUM, hourly, fixed fees and performance-based fees — and does not identify itself as an active ESG investor, multi-state adviser or pension consultant. The firm is not described as a capital allocator in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Jeffrey Hensler
Managing MemberCRD 2763030
Ross Merenda
Managing MemberCRD 2636190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wheeling, WV
Ohio
Location
Wheeling, WV
Headquartered in Wheeling, WV, in the South of the United States.
- Region
- South
- County
- Ohio
- Address
- 8012 Th St
- Time zone
- ET (UTC-5)
- Office locations
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