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Optas Capital

EST. AUM
$881,910,703

CONTACTS
6

CLIENT ACCOUNTS
685

Firm Details

Metro area Austin
CRD Number 299965
Website optascapital.com
Client types

Overview

The firm specializes in assisting individuals who have unexpectedly acquired significant wealth. These clients often face the challenge of navigating complex relationships, managing privacy, and coordinating with various specialists, including CPAs, estate planners, and household staff, while also processing the personal implications of their newfound financial status. The firm collaborates with a select group of self-made earners who align with its values of respect and relevance, enabling the provision of tailored guidance, exceptional service, and valuable opportunities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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