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OPTIVEST, INC.

SAN JUAN CAPISTRANO, CA · CRD 137070 · IAPD ↗ · optivestinc.com · 949-363-8686

$319.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — OPTIVEST, INC. moved its main office from DANA POINT, CA to SAN JUAN CAPISTRANO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.