Optivest Wealth Management
Optivest Wealth Management provides wealth management, financial planning, and real estate and alternative investment services to select individuals and families in Southern California.
Optivest Wealth Management
Optivest Wealth Management provides wealth management, financial planning, and real estate and alternative investment services to select individuals and families in Southern California. The firm uses an open architecture platform to construct diversified portfolios incorporating equities, fixed income, alternatives, and real estate. Its OptiPlan process coordinates investment, estate, and tax planning to facilitate multi-generational wealth preservation.
General information
Firm type
Family Office (Unspecified)
Year founded
1987
AUM
—
Location
Region
North America
Country
—
City
Dana Point
Corporate office
—
Frequently asked questions
What is Optivest Wealth Management?
Optivest Wealth Management is a family office (unspecified) headquartered in Dana Point.
When was Optivest Wealth Management founded?
Optivest Wealth Management was founded in 1987.
Where is Optivest Wealth Management headquartered?
Optivest Wealth Management is headquartered in Dana Point, in the North America region.
What does Altss track for Optivest Wealth Management?
Altss maintains an OSINT-verified profile of Optivest Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Optivest Wealth Management's website?
Optivest Wealth Management's public website is www.optivestinc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Optivest Wealth Management?
Optivest Wealth Management is classified by Altss as a Family Office (Unspecified) within the North America region.
How does Altss source intelligence on Optivest Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Optivest Wealth Management?
Optivest Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: