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| Happy Holidays!! thanks for using AUM13F!! |
| Optimize Financial Inc
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| CRD # | 315963 |
| SEC # | 801-122500 |
| CIK # | 0002033266 |
| AUM | $185.1 M (2025-07-04) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 949-471-0000 |
| Address | 23212 Mill Creek Drive Laguna Hills, CA 92653 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| TTM Technologies Inc | 3.3 | ||
| Advanced Micro Devices Inc | 2.7 | ||
| Commscope Holding Company Inc | 2.6 | ||
| CrowdStrike Holdings Inc | 2.6 | ||
| Nvidia Corp | 2.6 | ||
| Astera Labs Inc | 2.6 | ||
| First Solar Inc | 2.4 | ||
| Denali Holding Inc | 2.4 | ||
| Cadence Design Systems Inc | 2.4 | ||
| Semtech Corp | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 2.0 |
| (b) Individuals (high net worth individuals) | 40 | 11.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 171.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 99 | 185.1 |
| By Discretionary | ||
| Discretionary | 99 | 185.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 99 | 185.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.1 | |
| Total | 99 | 185.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002033266] |
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