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OPTIVISE ADVISORY SERVICES LLC
CRD 301764 · SEC 801-115232
109 HOLIDAY CT, SUITE A6, FRANKLIN, TN, 37067, United States
Phone
855-378-1806
Fax
615-777-3357
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$287.9M
Discretionary AUM
$287.9M
Team
25 total employees; 22 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1180 | $170.8M |
| High net worth individuals | 47 | $116.4M |
| Corporations/business entities | 6 | $433K |
States served
AL, AR, CA, CO, GA, IN, KS, KY, LA, ME, MN, NC, OH, OK, PA, SC, TN, VA, WI, MO, TX, FL
All web addresses on file
- https://www.optiviseria.com
- https://kevinmossfinancial.com/
- https://shieldfinancialgroup.com/
- https://lswealthmanagement.com/
- https://401kmanage.com/
- https://colquettegroup.com/
- https://whcwealth.com/
- https://vinefamilyoffice.com/
- https://pinnaclewealth.info/
- https://sbfinancialgroup.com/
- https://bothhandsfg.com/
- https://www.myfinancialanchor.com/
- https://www.linkedin.com/company/optivise-advisory-services/
Official SEC filing: View on IAPD