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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OPTIMIST RETIREMENT GROUP, LLC

CRD 119086

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4873bd92-e186-6731-3687-7edd0318747b

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 15, 2012 to Mar 23, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $245MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $245M
Private client RAUM: $245MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $123Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 226
Individual clients: 48
High net worth clients: 71
SEC number: 801-114109
CRD: 119086
Filings on the tape: 20
First filed: Feb 15, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, WA
Website: optimistretirement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GRAHAM PATRICK WILLIAMS	Certified Financial Planner	BELLEVUE, WA \| Scottsdale, AZ	21	31	1	no
RYAN MICHAEL PALMER	Certified Financial Planner	SCOTTSDALE, AZ \| BELLEVUE, WA	21	27	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PALMER, RYAN, MICHAEL	MEMBER/CHIEF COMPLIANCE OFFICER	C	yes	12/2004	Feb 15, 2012	Mar 19, 2024
WILLIAMS, GRAHAM, PATRICK	MANAGING MEMBER	D	yes	12/2004	Feb 15, 2012	Mar 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Scottsdale	Az	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$245M	$245M	2	2	1	n/a	n/a
2024	Mar 26, 2025	$243M	$243M	2	2	1	n/a	n/a
2023	Mar 19, 2024	$188M	$188M	2	2	1	n/a	n/a
2022	Mar 31, 2023	$158M	$158M	2	2	1	n/a	n/a
2021	Mar 7, 2022	$161M	$161M	2	2	1	n/a	n/a
2020	Mar 18, 2021	$134M	$134M	5	5	1	n/a	n/a
2019	Mar 17, 2020	$103M	$103M	4	4	1	n/a	n/a
2018	Feb 26, 2019	$95.2M	$95.2M	4	4	1	n/a	n/a
2011	Feb 15, 2012	$52.0M	$52.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$245M	$243M	0.9%	$158M	15.7%	2	2	1	1

Relationships

Registered with (5)

← GRAHAM PATRICK WILLIAMSAdvisorregistration: current employment
May 19, 2005 to presentfactForm ADV
← RYAN MICHAEL PALMERAdvisorregistration: current employment
May 19, 2005 to presentfactForm ADV
← KIRK MICHAEL TUSHAUSAdvisorregistration: previous registration
Sep 11, 2017 to Aug 16, 2021factForm ADV
← CHASE MICHAEL TUSHAUSAdvisorregistration: previous registration
May 5, 2020 to Aug 16, 2021factForm ADV
← BLAIR Nicholas TUSHAUSAdvisorregistration: previous registration
Mar 15, 2019 to Aug 16, 2021factForm ADV

Controls (2)

← WILLIAMS, GRAHAM, PATRICKOwnerMANAGING MEMBER, ownership code D, individual
Feb 15, 2012 to Mar 19, 2024factForm ADV
← PALMER, RYAN, MICHAELOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 15, 2012 to Mar 19, 2024factForm ADV

Dated events

Occurred
Sep 10, 2018
First Form ADV filing
Williams Palmer filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4873bd92-e186-6731-3687-7edd0318747b
First observed: Feb 15, 2012
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OPTIMIST RETIREMENT GROUP, LLC

CRD 119086

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4873bd92-e186-6731-3687-7edd0318747b

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GRAHAM PATRICK WILLIAMS

Certified Financial Planner

BELLEVUE, WA | Scottsdale, AZ

RYAN MICHAEL PALMER

Certified Financial Planner

SCOTTSDALE, AZ | BELLEVUE, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PALMER, RYAN, MICHAEL

MEMBER/CHIEF COMPLIANCE OFFICER

yes

12/2004

Feb 15, 2012

Mar 19, 2024

WILLIAMS, GRAHAM, PATRICK

MANAGING MEMBER

yes

12/2004

Feb 15, 2012

Mar 19, 2024

City

State

Country

Employees

Also broker-dealer

Scottsdale

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$245M

n/a

2024

Mar 26, 2025

$243M

n/a

2023

Mar 19, 2024

$188M

n/a

2022

Mar 31, 2023

$158M

n/a

2021

Mar 7, 2022

$161M

n/a

2020

Mar 18, 2021

$134M

n/a

2019

Mar 17, 2020

$103M

n/a

2018

Feb 26, 2019

$95.2M

n/a

2011

Feb 15, 2012

$52.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$245M

$243M

0.9%

$158M

15.7%