Optivest Wealth Management

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Optivest Wealth Management Overview

Type
Multi Family Office
Year Founded

General Information

Optivest Wealth Management is a multi-family office headquartered in Dana Point. Founded in 1987, the firm traces its wealth origin to founder Mark Van Mourick’s investment-management practice and serves affluent families with integrated wealth planning, portfolio management, and philanthropic advisory. Optivest structures diversified portfolios across public and private assets, emphasizing tax-efficient income, legacy planning, and charitable impact for multigenerational clients.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
92629, Dana Point, CA, US, 24901 Dana Point Harbor Dr., Suite 200

Portfolio & Notable Allocations

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