OPTIVEST, INC.
SEC Form ADV profile.
Total regulatory AUM
$319,437,498
Discretionary
$210,288,725
Non-discretionary
$109,148,773
Firm details
- CRD number
- 137070
- SEC file number
- 801-68965
- Main office
- SAN JUAN CAPISTRANO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.OPTIVESTINC.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.