Regulatory AUM

$319MForm ADV, as of 2026-03-30

Private funds

0

Investments

0

Direct investments

0

People

2

Decision makers

1derived

Website

optivestinc.com

Also named here, with no published line of their own (reach them through the firm): Matthew Michael Mcmanus (Coo), Leslie Ann Calhoun (President/chief Compliance Officer/ceo).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Graph

Family Offices

Canonical id

dfx:fo:e6e62c1a-cb58-45a5-96fc-90411b29c46d

First observed

Sep 12, 2026

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings, Firm and issuer disclosures

2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.