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Chief Compliance Officer · Optimize Wealth Management

Matthew C. Tomasic

CRD 8011276 · Named on Form ADV at one SEC-registered adviser

At a glance

Optimize Wealth Management, an SEC-registered asset manager based in Toronto, Ontario, Canada with $0 in regulatory assets, lists Matthew C. Tomasic on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.