OPTIMIZE FINANCIAL INC.
CRD #315963 SEC #801-122500 LAGUNA HILLS, CA 949-471-0000
SEC Registered
Total AUM
$185.1M
Discretionary
$185.1M
Employees
7
Clients
10
Accounts
99
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $185.1M | $185.1M | $0 | 7 | 0 |
| Apr 2025 | $176.5M | $176.5M | $0 | 7 | 0 |
| Apr 2025 | $176.5M | $176.5M | $0 | 7 | 0 |
| Mar 2025 | $176.5M | $176.5M | $0 | 7 | 0 |
| Mar 2024 | $152.5M | $152.5M | $0 | 8 | 0 |
| Jan 2024 | $101.4M | $99.1M | $2.3M | 13 | 2 |
| Jun 2023 | $101.4M | $99.1M | $2.3M | 13 | 2 |
| Mar 2023 | $101.4M | $99.1M | $2.3M | 13 | 2 |
| Aug 2022 | $100.6M | $100.6M | $0 | 8 | 0 |
| Aug 2022 | $100.6M | $100.6M | $0 | 8 | 0 |
| Aug 2022 | $100.6M | $100.6M | $0 | 8 | 0 |
| Aug 2022 | $100.6M | $100.6M | $0 | 8 | 0 |
| Feb 2022 | $100.6M | $100.6M | $0 | 8 | 0 |
| Feb 2022 | $100.6M | $100.6M | $0 | 8 | 0 |
| Feb 2022 | $79.9M | $79.9M | $0 | 8 | 0 |
| Nov 2021 | $0 | $0 | $0 | 4 | 0 |
| Oct 2021 | $0 | $0 | $0 | 4 | 0 |
| Oct 2021 | $0 | $0 | $0 | 4 | 0 |
| Sep 2021 | $0 | $0 | $0 | 4 | 0 |
DateJul 2025
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$101.4M
Discretionary$99.1M
Non-Disc.$2.3M
Employees13
Clients2
DateJun 2023
Total AUM$101.4M
Discretionary$99.1M
Non-Disc.$2.3M
Employees13
Clients2
DateMar 2023
Total AUM$101.4M
Discretionary$99.1M
Non-Disc.$2.3M
Employees13
Clients2
DateAug 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$79.9M
Discretionary$79.9M
Non-Disc.$0
Employees8
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0