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Optimal Wealth AdvisorsFinancial advisor in Dallas, TX

Optimal Wealth Advisors is a financial advisor at 4100 Spring Valley Rd Ste 830, Dallas, TX 75244, ranked #31 of 137 wealth managers in Dallas and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Dallas, TXUpdated 0 paid placements in any rankingHow we rank

Call (972) 999-1042Website ↗

Key facts

Key facts about Optimal Wealth Advisors
Address4100 Spring Valley Rd Ste 830, Dallas, TX 75244Get directions
Phone(972) 999-1042
Websiteoptimalwealth.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Dallas and 11 towns within 25 miles: Addison, Carrollton, Farmers Branch, Richardson, University Park, Plano, Coppell, The Colony, Irving, Garland and Lewisville.

Based in Dallas, TXView on map

Opening hours

Opening hours for Optimal Wealth Advisors
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Optimal Wealth Advisors

How is Optimal Wealth Advisors ranked in Dallas?

Optimal Wealth Advisors is ranked #31 of 137 wealth managers in Dallas by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Optimal Wealth Advisors’ hours?

Optimal Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Optimal Wealth Advisors serve?

Serves Dallas and 11 towns within 25 miles: Addison, Carrollton, Farmers Branch, Richardson, University Park, Plano, Coppell, The Colony, Irving, Garland and Lewisville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Optimal Wealth Advisors?

Optimal Wealth Advisors has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Optimal Wealth Advisors?

Call Optimal Wealth Advisors on (972) 999-1042. The business is at 4100 Spring Valley Rd Ste 830, Dallas, TX 75244. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Optimal Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Optimal Wealth Advisors (this business)—645.0 (6)NoNo
Trajan Wealth#29644.9 (21)NoNo18.5 mi
Brindle & Bay Wealth Management#30645.0 (31)NoNo13.1 mi
Robert Davenport - Wealth Advisor at Farther#32645.0 (6)NoNo4.2 mi

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