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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Optivise Advisory Services LLC
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|---|---|
| CRD # | 301764 |
| SEC # | 801-115232 |
| CIK # | 0002042876 |
| AUM | $267.4 M (2025-05-28) |
| Employees | 25 (88% Investors, 4% Brokers) |
| Phone | 855-378-1806 |
| Address | 109 Holiday Ct Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.4 | ||
| Nvidia Corp | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,168 | 144.1 |
| (b) Individuals (high net worth individuals) | 39 | 118.6 |
| (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 | 0.3 |
| (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 | 9 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,761 | 267.4 |
| By Discretionary | ||
| Discretionary | 1,761 | 267.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,761 | 267.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.4 | |
| Total | 1,761 | 267.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042876] |
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