Optimize Advisors LLC

Investment Advisor
in Mill Valley, CA

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About this Advisor

Michael Khouw is a financial advisor who works out of Mill Valley, California, with a total of 10 years of financial industry experience. Khouw works at Optimize Advisors LLC. During their career, Khouw has held roles at Tradelegs, LLC, Crt Capital Group, Electronic Brokerage Systems, LLC (Dash Financial LLC), Optimize Advisors LLC and Dash Financial LLC. Khouw maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and New York. Optimize Advisors LLC is a financial advisory firm that has its headquarters in Mill Valley, California. It has offices in two locations and just four employees. It controls $3 million in assets under management between its three accounts, making it one of the smaller firms in the nation by assets under management. Of its three client accounts, 75% belong to high-net-worth investors who have more than $1 million in assets available to invest. Optimize Advisors LLC has a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the financial services offered. Fees charged by Optimize Advisors LLC can consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees



Office Location

Mill Valley, CA

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Optimize Advisors LLC Brokerage Details

Total Assets Under Management


CA Average: $7,464,549,021
Total Number of Employees


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Michael Khouw Work History

Michael has 10 years of experience.

2022 - Present (1 year)

Optimize Advisors LLC

2014 - Present (9 years)

Tradelegs, LLC

2013 - 2014 (1 year)

Electronic Brokerage Systems, LLC (Dash Financial LLC)

2013 - 2014 (1 year)

Dash Financial LLC

2012 - 2013 (1 year)

Crt Capital Group


Michael Khouw has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Optimize Advisors LLC

Michael Khouw
Mill Valley, CA
Andrew Defeo
New York, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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