Optivise Advisory Services LLC
Optivise Advisory Services LLC is an SEC-registered mass-market adviser in Franklin, TN with $287.9M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Optivise Advisory Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301764, SEC 801-115232, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $287.9M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Franklin, TN
- Employees
- 25
- Clients
- 1,233
- CRD
- 301764
- Ownership
- PANTHREX ASSET MANAGEMENT LLC; WALLIN, MICHAEL, RAY; HARGIS, ALLEN, PARNELL; COLQUETTE, CORY, SHANE; Geick, Rachel
How much AUM does Optivise Advisory Services LLC have?
Optivise Advisory Services LLC reported $287.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Optivise Advisory Services LLC?
Disclosed owners and executives of Optivise Advisory Services LLC include PANTHREX ASSET MANAGEMENT LLC, WALLIN, MICHAEL, RAY, HARGIS, ALLEN, PARNELL, COLQUETTE, CORY, SHANE, Geick, Rachel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.