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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) |
|---|
| CIK | Period |
|---|---|
| 0002033266 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| TTM Technologies Inc | 3.3 | |
| Advanced Micro Devices Inc | 2.7 | |
| Commscope Holding Company Inc | 2.6 | |
| CrowdStrike Holdings Inc | 2.6 | |
| Nvidia Corp | 2.6 | |
| Astera Labs Inc | 2.6 | |
| First Solar Inc | 2.4 | |
| Denali Holding Inc | 2.4 | |
| Cadence Design Systems Inc | 2.4 | |
| Semtech Corp | 2.4 | |
| Itron Inc /WA/ | 2.3 | |
| Axcelis Technologies Inc | 2.2 | |
| Proficient Auto Logistics Inc | 2.2 | |
| Applied Materials Inc /DE | 2.2 | |
| Verisign Inc/Ca | 2.2 | |
| Synopsys Inc | 2.1 | |
| ServiceNow Inc | 2.1 | |
| Tyco Electronics Ltd | 2.1 | |
| Palo Alto Networks Inc | 2.1 | |
| Intel Corp | 2.1 | |
| Qualys Inc | 2.0 | |
| Smart Global Holdings Inc | 2.0 | |
| F5 Networks Inc | 1.9 | |
| New Providence Acquisition Corp | 1.9 | |
| GoDaddy Inc | 1.9 | |
| Netflix Inc | 1.9 | |
| Spotify Technology Sa | 1.9 | |
| Apple Inc | 1.8 | |
| Cirrus Logic Inc | 1.8 | |
| Motorola Inc | 1.8 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fort Vancouver Investment Management LLC
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|
WA | 0.2 |
|
Team Financial Group LLC
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|
CA | 0.2 |
|
Treetop Wealth Management LLC
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IL | 0.2 |
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Kenneth Frenke & Co Inc
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NC | 0.2 |
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The Kieckhefer Group
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WI | 0.2 |
|
Kinetic Wealth Investment Advisors LLC
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OH | 0.2 |
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Evansbrook LLC
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|
0.2 | |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Client First Investment Management LLC
✚
|
WI | 0.2 |
|
Sheridan Capital Management LLC
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|
CA | 0.2 |