Optivise Advisory Services LLC

Entity
Company
Business address
109 Holiday Court, Suite A6, 37067 Franklin, TN
Phone
855-378-1806
State of incorporation
TN
Fiscal year end
December 31
13F signature
Desaree Tatum - Team Lead, Compliance Support
All SEC filings
View on sec.gov
Optivise Advisory Services LLC has filed 8 SEC EDGAR filings since 11/12/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 17, 2025 Sep 30, 2025 028-24441
N-PX Open Document Open Filing Aug 12, 2025 Jun 30, 2025 028-24441
13F-HR Open Document Open Filing Aug 5, 2025 Jun 30, 2025 028-24441
13F-HR Open Document Open Filing Apr 18, 2025 Mar 31, 2025 028-24441
13F-HR Open Document Open Filing Feb 13, 2025 Dec 31, 2024 028-24441
N-PX Open Document Open Filing Nov 15, 2024 Jun 30, 2024 028-24441
13F-HR Open Document Open Filing Nov 14, 2024 Jun 30, 2024 028-24441
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-24441