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| Optimize Financial Inc
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| CRD # | 315963 |
| SEC # | 801-122500 |
| CIK # | 0002033266 |
| AUM | 221.7 M (2026-06-30) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 949-471-0000 |
| Address | 100 Spectrum Ctr Dr Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lumentum Holdings Inc | 3.4 | ||
| Sandisk Corp | 3.4 | ||
| Seagate Technology PLC | 3.1 | ||
| TTM Technologies Inc | 3.1 | ||
| Western Digital Corp | 3.1 | ||
| KLA Tencor Corp | 3.1 | ||
| Teradyne Inc | 3.0 | ||
| Apple Inc | 3.0 | ||
| Lam Research Corp | 3.0 | ||
| M/A-Com Technology Solutions Holdings Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 1.0 |
| (b) Individuals (high net worth individuals) | 54 | 20.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 200.2 |
| (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 | 100 | 221.7 |
| By Discretionary | ||
| Discretionary | 100 | 221.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 100 | 221.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.7 | |
| Total | 100 | 221.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002033266] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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