PPrivate Fund Data Log in Join · $37/mo

Michael Ray Wallin

Managing Member / Chief Compliance OfficerOptivise Advisory Services LLCCRD 4264135

About Michael Ray Wallin

Michael Ray Wallin is listed as Managing Member / Chief Compliance Officer at Optivise Advisory Services LLC in Franklin, TN. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Optivise Advisory Services LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Ray Wallin work?

Michael Ray Wallin is listed as Managing Member / Chief Compliance Officer at Optivise Advisory Services LLC on SEC Form ADV.

How much of Optivise Advisory Services LLC does Michael Ray Wallin own?

Form ADV reports a beneficial ownership band of 25-50%.

Optivise Advisory Services LLC

TitleManaging Member / Chief Compliance Officer
Ownership25-50%
Control personYes
Since2019
View Optivise Advisory Services LLC →