Optivest, Inc.
Optivest, Inc. is an SEC-registered wealth manager in San Juan Capistrano, CA with $319.4M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Optivest, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137070, SEC 801-68965, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $319.4M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- San Juan Capistrano, CA
- Employees
- 4
- Clients
- 108
- CRD
- 137070
- Ownership
- VANMOURICK, MARK, SHOLES; CALHOUN, LESLIE, ANN; LESLIE A CALHOUN REVOCABLE LIVING TRUST UDT JULY 18, 2013; MCKINLEY, LEO; MCMANUS, MATTHEW, MICHAEL
How much AUM does Optivest, Inc. have?
Optivest, Inc. reported $319.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Optivest, Inc.?
Disclosed owners and executives of Optivest, Inc. include VANMOURICK, MARK, SHOLES, CALHOUN, LESLIE, ANN, LESLIE A CALHOUN REVOCABLE LIVING TRUST UDT JULY 18, 2013, MCKINLEY, LEO, MCMANUS, MATTHEW, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.