Optimize Financial Inc.
Optimize Financial Inc. is an SEC-registered ria in Laguna Hills, CA with $221.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Optimize Financial Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315963, SEC 801-122500, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $221.7M (2026-06-30)
- Firm type
- Ria
- Location
- Laguna Hills, CA
- Employees
- 8
- Clients
- 99
- CRD
- 315963
- Ownership
- WHITSON, CASEY, BAYNE; WITTERS, CASEY, ELIZABETH; McClanahan, Tara, Elizabeth
How much AUM does Optimize Financial Inc. have?
Optimize Financial Inc. reported $221.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Optimize Financial Inc.?
Disclosed owners and executives of Optimize Financial Inc. include WHITSON, CASEY, BAYNE, WITTERS, CASEY, ELIZABETH, McClanahan, Tara, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.