Optimize Financial Inc.
● SEC registered since 2021CRD 315963SEC# 801-122500Irvine, CA
Reg. AUM
$221.7M
Employees
8
Accounts
100
Location
Irvine, CA
Optimize Financial Inc. assets under management
Optimize Financial Inc. is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2021. It reports $221.7 million in regulatory assets under management and employs 8 people.
Optimize Financial Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Elizabeth Witters Control | Chief Executive Officer; President; And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Optimize Financial Inc. manage?
Optimize Financial Inc. reports $221.7 million in regulatory assets under management on its Form ADV.
How many employees does Optimize Financial Inc. have?
Optimize Financial Inc. reports 8 employees.
Where is Optimize Financial Inc. located?
Optimize Financial Inc. is based in Irvine, CA and has been SEC-registered since 2021.
Does Optimize Financial Inc. disclose fund performance?
Optimize Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Spectrum Ctr Dr, Ste 300, Irvine, CA 92618 |
| Phone | 949-471-0000 |
| Office hours | 8:30a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$221.7M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$221.7Mregulatory AUM
Discretionary $221.7M