Optima Wealth Management, LLC is a Limited Liability Company located in Cave Creek, AZ. The company was incorporated on July 25, 2022, under the Arisona Corporation Commission’s registration number 23402422. It is currently listed as an active entity.
The principal address of Optima Wealth Management, LLC is 33804 N. Pate Place, Cave Creek, AZ 85331, where all official business activities and communication are managed.
The company is managed by Joseph J. Macdonald from Cave Creek AZ, holding the position of Manager; Joseph J. Macdonald from Cave Creek AZ, serving as the Member, who takes the lead in overseeing its operations. For legal purposes, Joseph J. Macdonald serves as the registered agent for the company, located at the same address as the company, handling all compliance and official matters for company.
At present, the company has not filed any annual reports, which is typical for a business in the early stages of its formation. As the company continues to expand and develop, future updates regarding filings and activities will be available.
Active
Updated 9/2/2026 4:00:21 AM
Optima Wealth Management, LLC
Filing information
Company Name
Optima Wealth Management, LLC
Entity type
Limited Liability Company
Governing Agency
Arizona Corporation Commission
Document Number
23402422
Date Filed
July 25, 2022
Company Age
4 years 1 month
State
AZ
Status
Active
Approval Date
07/25/2022
Domicile State
Az
Business Type
999999-any Legal Purpose
The data on Optima Wealth Management, LLC was extracted from the Arizona Corporation Commission (https://ecorp.azcc.gov/EntitySearch/Index) as of 9/2/2026.
Contact details
Principal Address
33804 N. Pate Place
Cave Creek, AZ 85331
Cave Creek, AZ 85331
Statutory Agent Information
Joseph J. Macdonald
33804 N. Pate Place
Cave Creek, Az 85331
Appointed Status: Active
Mailing Address: 33804 N. Pate Place, Cave Creek, Az, 85331
33804 N. Pate Place
Cave Creek, Az 85331
Appointed Status: Active
Mailing Address: 33804 N. Pate Place, Cave Creek, Az, 85331
Officer/Director Details
Joseph J. Macdonald
Manager
33804 N. Pate Place
Cave Creek, AZ 85331
Manager
33804 N. Pate Place
Cave Creek, AZ 85331
Joseph J. Macdonald
Member
33804 N. Pate Place
Cave Creek, AZ 85331
Member
33804 N. Pate Place
Cave Creek, AZ 85331
Document History
Document Type
Barcode ID
Date
Status
Document Type
Articles of Organization
Barcode ID
22072609339885
Filed Date
7/25/2022
Status
Approved
Name / Restructuring History
Effective Date
Barcode ID
Name Type
Name
Effective Date
7/25/2022
Barcode ID
22072609339885
Name Type
True Name
Name
OPTIMA WEALTH MANAGEMENT, LLC
Annual Reports
No Annual Reports Filed
Document Images
Articles of Organization
7/25/2022
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