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OPTIVISE ADVISORY SERVICES LLC

FRANKLIN, TN · CRD 301764 · IAPD ↗ · optiviseria.com · 855-378-1806

$287.9MRegulatory AUM
22Advisory reps
25Employees
0Clients
1-10Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — OPTIVISE ADVISORY SERVICES LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2026 — OPTIVISE ADVISORY SERVICES LLC notice-filed in KY, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — OPTIVISE ADVISORY SERVICES LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — OPTIVISE ADVISORY SERVICES LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — OPTIVISE ADVISORY SERVICES LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — OPTIVISE ADVISORY SERVICES LLC added office(s): 19 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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