| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Elizabeth Witters Control | Chief Executive Officer And Managing Member | Over 75% | 2021 |
| Tara Elizabeth McClanahan | Chief Compliance Officer | Under 5% | 2024 |
Optimize Financial Inc. reports $185.1 million in regulatory assets under management on its Form ADV.
Optimize Financial Inc. reports 7 employees.
Optimize Financial Inc. is based in Laguna Hills, CA and has been SEC-registered since 2021.
Optimize Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 23212 Mill Creek Drive, Ste 300, Laguna Hills, CA 92653 |
| Phone | 949-471-0000 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $185.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $185.1M |