OPTIVEST, INC.
SEC file number 801-68965
· DANA POINT, CA
https://optivest.co.za ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$319.9M
Discretionary AUM
$183.1M
Employees
4
Clients
—
Firm
- Address
- 24901 DANA POINT HARBOR DRIVE
DANA POINT, CA 92629 - Phone
- —
- Website
- https://optivest.co.za
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Opti-Harvest, Inc. Medium name-match confidence · CIK 1753945