Optivest, Inc.
SEC RegisteredBuild and Preserve wealth
About the firm
Optivest is a Premiere Boutique Multi-Family Office that provides expertise in Wealth Management and Financial Planning to ensure clients' legacies continue to fulfill dreams for generations to come.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Financial Planning, and Real Estate and Alternative Investments, including multi-generational wealth planning, estate planning, tax planning, DST/1031 Exchanges, and an open architecture investment platform utilizing equity, fixed income, alternatives, and real estate.
Who they serve
Select individuals and families in Southern California, including those with philanthropic and foundation planning goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 52 | $20M |
| High Net Worth Individuals | 56 | $290M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,000 to $5,000,000 | 1.00% |
| $5,000,000 to $25,000,000 | 0.75% |
| $25,000,000 to $50,000,000 | 0.50% |
| $50,000,000 to $75,000,000 | 0.45% |
| $75,000,000 to $100,000,000 | 0.40% |
| Over $100,000,000 | 0.35% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Optivest, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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