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Optivest Wealth Management Overview
Type
Family Office - Multi
Year Founded
1987
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
Website:
Website:
https://www.optivestinc.com
Year Founded:
1987
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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