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| Optivise Advisory Services LLC
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| |
|---|---|
| CRD # | 301764 |
| SEC # | 801-115232 |
| CIK # | |
| AUM | $254.5 MM (2024-03-26) |
| Employees | 23 (100% Investors, 4% Brokers) |
| Phone | 855-378-1806 |
| Address | 109 Holiday Ct Franklin, TN 37067 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 896 | 188.7 |
| (b) Individuals (high net worth individuals) | 55 | 65.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,611 | 254.5 |
| By Discretionary | ||
| Discretionary | 1,574 | 248.1 |
| Non-Discretionary | 37 | 6.4 |
| Total | 1,611 | 254.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.5 | |
| Total | 1,611 | 254.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
|
Heritage Wealth Architects Inc
✚
|
MN | 0.3 |
|
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |
|
Assetgrade LLC
✚
|
MA | 0.3 |
|
The Nalls Sherbakoff Group LLC
✚
|
TN | 0.3 |
|
Wetzel Investment Advisors Inc
✚
|
IN | 0.3 |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 0.3 |
|
Russell Capital Management LLC
✚
|
KY | 0.3 |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |