OPTIVISE ADVISORY SERVICES LLC
CRD #301764 SEC #801-115232 FRANKLIN, TN 855-378-1806
SEC Registered
Total AUM
$267.4M
Discretionary
$267.4M
Employees
25
Clients
11
Accounts
1,761
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $267.4M | $267.4M | $0 | 25 | 0 |
| Aug 2025 | $267.4M | $267.4M | $0 | 25 | 0 |
| May 2025 | $267.4M | $267.4M | $0 | 25 | 0 |
| Mar 2025 | $267.4M | $267.4M | $0 | 25 | 0 |
| Mar 2024 | $254.5M | $248.1M | $6.4M | 23 | 0 |
| Apr 2023 | $234.5M | $234.5M | $0 | 20 | 0 |
| Mar 2023 | $234.5M | $234.5M | $0 | 20 | 0 |
| Feb 2022 | $258.8M | $258.8M | $0 | 24 | 0 |
| Nov 2021 | $186.8M | $186.8M | $0 | 28 | 0 |
| Aug 2021 | $186.8M | $186.8M | $0 | 28 | 0 |
| Apr 2021 | $186.8M | $186.8M | $0 | 28 | 0 |
| Mar 2021 | $186.8M | $186.8M | $0 | 28 | 0 |
| Feb 2021 | $186.8M | $186.8M | $0 | 28 | 0 |
| Feb 2021 | $133.4M | $133.4M | $0 | 28 | 0 |
| Feb 2021 | $133.4M | $133.4M | $0 | 34 | 0 |
| Jan 2021 | $133.4M | $133.4M | $0 | 34 | 0 |
| Jan 2021 | $133.4M | $133.4M | $0 | 34 | 0 |
| Jan 2021 | $133.4M | $133.4M | $0 | 34 | 0 |
| Jan 2021 | $133.4M | $133.4M | $0 | 34 | 0 |
| Dec 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| Oct 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| Sep 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| Jul 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| Jun 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| Jun 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| May 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| May 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| Apr 2020 | $133.4M | $133.4M | $0 | 34 | 0 |
| Feb 2020 | $0 | $0 | $0 | 25 | 0 |
| Feb 2020 | $0 | $0 | $0 | 25 | 0 |
| Jan 2020 | $0 | $0 | $0 | 25 | 0 |
| Jan 2020 | $0 | $0 | $0 | 15 | 0 |
| Dec 2019 | $0 | $0 | $0 | 15 | 0 |
| Sep 2019 | $0 | $0 | $0 | 15 | 0 |
| Sep 2019 | $0 | $0 | $0 | 15 | 0 |
| Aug 2019 | $0 | $0 | $0 | 15 | 0 |
| Aug 2019 | $0 | $0 | $0 | 15 | 0 |
| Jul 2019 | $0 | $0 | $0 | 6 | 0 |
| Jul 2019 | $0 | $0 | $0 | 6 | 0 |
| Jul 2019 | $0 | $0 | $0 | 6 | 0 |
| Jul 2019 | $0 | $0 | $0 | 6 | 0 |
| Jun 2019 | $0 | $0 | $0 | 6 | 0 |
| Jun 2019 | $0 | $0 | $0 | 6 | 0 |
| Jun 2019 | $0 | $0 | $0 | 6 | 0 |
| May 2019 | $0 | $0 | $0 | 6 | 0 |
| May 2019 | $0 | $0 | $0 | 1 | 0 |
| May 2019 | $0 | $0 | $0 | 1 | 0 |
| May 2019 | $0 | $0 | $0 | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees25
Clients0
DateAug 2025
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees25
Clients0
DateMay 2025
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$254.5M
Discretionary$248.1M
Non-Disc.$6.4M
Employees23
Clients0
DateApr 2023
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees20
Clients0
DateFeb 2022
Total AUM$258.8M
Discretionary$258.8M
Non-Disc.$0
Employees24
Clients0
DateNov 2021
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees28
Clients0
DateAug 2021
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees28
Clients0
DateApr 2021
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees28
Clients0
DateMar 2021
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees28
Clients0
DateFeb 2021
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees28
Clients0
DateFeb 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees28
Clients0
DateFeb 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateJan 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateJan 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateJan 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateJan 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateDec 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateOct 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateSep 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateJul 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateJun 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateJun 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateMay 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateMay 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateApr 2020
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees34
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0