Optima Trade & Investments, LLC

Overview

Optima Trade & Investments, LLC is a state registered investment adviser based in Wheeling, WV, registered since 2006. It has 2 investment adviser representatives.

Advisory reps

2

Registered since

2006

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Market Timing

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Jeffrey William Hensler Member CRD 2763030
• Ross Mark Merenda Manager Member CRD 2636190

Advisory reps 2 of 2

• Jeffrey William Hensler Investment Adviser Rep CRD 2763030
• Ross Mark Merenda Investment Adviser Rep CRD 2636190

Location

Headquarters

80 12th St Ste 303
Wheeling, WV 26003

County

Ohio

Metro area

Wheeling, WV-OH

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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