OPTIMAL WEALTH MANAGEMENT LIMITEDActive

Company number 12967339Private limited companyIncorporated 2020

Key figures

£179,168+22.6%
Net assets 2025
+29.1%
Average annual growth 2021–2025
050 k100 k150 k200 k20212022202320242025

Like most small UK companies, OPTIMAL WEALTH MANAGEMENT LIMITED does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.

Ratios

2025
Balance sheet structure
Current assetsFixed assetsLiabilitiesNet assets
0100 k200 k300 k20212022202320242025
Filed accounts2021–2025
20212022202320242025
Total assets87,817174,988197,357217,717280,967
Total liabilities23,26341,95749,28271,53460,902
Net assets / total equity64,554133,031148,075146,183179,168
Average number of employees22220

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

Summary: OPTIMAL WEALTH MANAGEMENT LIMITED

Company

OPTIMAL WEALTH MANAGEMENT LIMITED is a private limited company registered with Companies House under company number 12967339. It was incorporated on 22 Oct 2020. Its status is active. The registered office is in Radlett (WD7). Its nature of business (SIC 2007) is financial management (70221).

Accounts

The latest accounts in the database are for 2025 (period ending 31 Dec 2025); the company files micro-entity accounts. Net assets were £179,168, up 22.6% on the previous year. Total assets were £280,967 and total liabilities £60,902. The company had an average of 0 employees. Figures are available for 5 financial years (2021–2025).

Control and charges

2 persons with significant control are registered.

Filing deadlines

The next accounts are due by 30 Sep 2027. The next confirmation statement is due by 4 Nov 2026.