OPTIVEST, INC.

CRD 137070 · SEC 801-68965

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30448 RANCHO VIEJO ROAD, SUITE 230, SAN JUAN CAPISTRANO, CA, 92675, United States

Phone

949-363-8686

Fax

949-363-1133

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$319.4M

Discretionary AUM

$210.3M

Team

4 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFAMILY OFFICE SERVICES AND CONSULTATIVE AND CONCIERGE SERVICES

Client types

Type	Clients	AUM
Individuals	52	$19.8M
High net worth individuals	56	$290.5M

States served

VT, AZ, CA, CO, OK, UT, WA, TX, HI

All web addresses on file

HTTP://WWW.OPTIVESTINC.COM

Official SEC filing: View on IAPD