OPTIVISE ADVISORY SERVICES LLC

CRD 301764File 801-115232

APPROVED

Retail clients

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$287.9M

Below cohort median (national)

Discretionary AUM

$287.9M

Clients

1,233

1,842 accounts

Employees

Below cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 3, 2019
Principal office: 109 HOLIDAY CT, SUITE A6, FRANKLIN, TN, 37067
Phone: 855-378-1806
Website: https://www.optiviseria.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $287.9M
Discretionary AUM: $287.9M
Non-discretionary AUM: $0
Discretionary accounts: 1,842
Non-discretionary accounts: 0
Total accounts: 1,842
AUM per client: $234K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$433K
Charitable organizations	Fewer than 5	$354K
High net worth individuals	47	$116.4M
Individuals (other than high net worth individuals)	1,180	$170.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Subscription fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.