Optivest, Inc.

CRD 137070 · San Juan Capistrano, CA · $319.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 137070
SEC number: 801-68965
Firm type: RIA
Assets under management: $319.4M as of Mar 30, 2026
Website: www.optivestinc.com ↗
Phone: 949-363-8686
Address: 30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA, 92675

Advisors at this firm

3 in our index · page 1 of 1

Leslie Ann CalhounCRD 2047866 · San Juan Capistrano, CA

IA RegisteredBroker
Matthew Michael McmanusCRD 5092477 · San Juan Capistrano, CA

IA RegisteredBroker
Ryan Michael ThomasonCRD 6378339 · San Juan Capistrano, CA

IA RegisteredBroker

Source & corrections

Where this page comes from

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