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| Optivise Advisory Services LLC
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|---|---|
| CRD # | 301764 |
| SEC # | 801-115232 |
| CIK # | 0002042876 |
| AUM | 287.9 M (2026-03-27) |
| Employees | 25 (88% Investors, 4% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-378-1806 |
| Address | 109 Holiday Ct Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.3 | ||
| Apple Inc | 2.5 | ||
| Microsoft Corp | 2.4 | ||
| Lilly Eli & Co | 2.2 | ||
| Alphabet Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,180 | 170.8 |
| (b) Individuals (high net worth individuals) | 47 | 116.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 0.4 |
| (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 | 6 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,842 | 287.9 |
| By Discretionary | ||
| Discretionary | 1,842 | 287.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,842 | 287.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.9 | |
| Total | 1,842 | 287.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042876] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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