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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| McClanahan, Tara, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | |
| McClanahan, Tara, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | |
| McClanahan, Tara, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | |
| McClanahan, Tara, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | |
| McClanahan, Tara, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WHITSON, CASEY, BAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| WITTERS, CASEY, ELIZABETH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
| WITTERS, CASEY, ELIZABETH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
| WITTERS, CASEY, ELIZABETH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
| WITTERS, CASEY, ELIZABETH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
| WITTERS, CASEY, ELIZABETH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jul 5, 2025 REGISTERED
Notice Filings (6)
CA CO FL IA NY TX
Address
23212 MILL CREEK DRIVELAGUNA HILLS, CA 92653
United States
Phone: 949-471-0000