| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Parnell Hargis Control | Member | 25-50% | 2019 |
| Cory Shane Colquette Control | Member | 10-25% | 2020 |
| Michael Ray Wallin Control | Managing Member / Chief Compliance Officer | 25-50% | 2019 |
Optivise Advisory Services LLC reports $267.4 million in regulatory assets under management on its Form ADV.
Optivise Advisory Services LLC reports 25 employees.
Optivise Advisory Services LLC is based in Franklin, TN and has been SEC-registered since 2019.
Optivise Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 109 Holiday Ct, Suite A6, Franklin, TN 37067 |
| Phone | 855-378-1806 |
| Fax | 615-777-3357 |
| Office hours | 0800-1700 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $267.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $267.4M |