Optivest Wealth Management

Overview

OPTIVEST, INC. reports its principal office in San Juan Capistrano, California, and no other advisory offices.²³ The firm describes itself as a boutique multifamily office serving selected individuals and families.¹⁰

History

Optivest was founded in 1987 by Mark Van Mourick to provide wealth management and multigenerational planning for selected individuals and families in Southern California.⁹ Leslie Calhoun became a partner and senior wealth adviser in 2014 and acquired Optivest from Mark Van Mourick in 2018.²¹

Timeline

1. 1987Optivest was founded in 1987 by Mark Van Mourick to provide wealth management and multigenerational planning for selected individuals and families in Southern California.
2. 2014Leslie Calhoun became a partner and senior wealth adviser in 2014 and acquired Optivest from Mark Van Mourick in 2018.

Leadership

Leslie Calhoun is Senior Partner, President and CEO; her responsibilities include implementing tactical investment strategies and monitoring investment performance.¹⁷ Matt McManus, M.A., CFP®, is Partner and COO, responsible for financial-planning and wealth-management advice.¹⁸ Ashlee Enzensperger is Director of Client Services & IT.¹⁹ Ryan Thomason, CFA, is Portfolio Manager responsible for due diligence and investment strategies.²⁰

Services

The firm reports financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other advisers, and other advisory services.⁶ It offers wealth management, legacy financial planning, and real-estate and alternative-investment services.¹¹ Its real-estate opportunities involve multifamily, hospitality, self-storage, and specialized properties, with DST/1031 exchange coordination.¹⁵ The firm reports percentage-of-assets, hourly, and fixed-fee compensation methods.⁷

What the firm offers

• Investment management
• Financial planning
• Private and alternative investments

Client focus

Optivest identifies multi-generational families and business owners among its client groups and says it works with a select number of families.¹⁶

Investment philosophy and approach

The firm says its wealth-management platform uses open architecture and combines equities, fixed income, alternatives, and real estate for diversification and durability.¹² Its active-management process considers age, assets, priorities, goals, and risk tolerance when setting asset allocation.¹³ Its legacy planning addresses investments, estate planning, tax planning, family values, and intergenerational wealth transfer.¹⁴

Assets and minimums

As of March 30, 2026, OPTIVEST, INC. reported regulatory assets under management of $319,437,498.⁴ It reported 52 non-high-net-worth individual clients with $19,836,737 and 56 high-net-worth individual clients with $290,489,863.⁵

By the numbers

FAQs

Related resources

• LocationMultifamily offices in California

  This California directory helps wealthy families and business owners compare firms serving the region. It can provide context for considering an SEC registered adviser in San Juan Capistrano that offers investment management, financial planning, and private or alternative investments.

• GuideMultifamily office services

  This overview explains the types of support a multifamily office may provide across investments, planning, tax coordination, and family needs. Readers can use it to frame questions for OPTIVEST, INC. about services relevant to individuals, institutions, business owners, and multigenerational families.

• Network siteFamilyOffices.com

  FamilyOffices.com offers educational resources and a community focused on single family offices and wealthy families. Its materials may help a prospective client clarify governance, investment oversight, and planning priorities before speaking with a firm serving complex family and business circumstances.

• GuideOutsourced CIO vs multifamily office

  This comparison outlines how an outsourced CIO arrangement differs from a multifamily office relationship. A business owner or family can use it to consider desired investment oversight, planning support, private investment access, and the level of coordination needed from an adviser.

• Similar firmsAG Asset Advisory, LLC
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  Profiles of AG Asset Advisory, LLC, Centura Wealth Advisory, and CoastEdge Partners, LLC provide additional firms to review on this site. Comparing their stated services, locations, and client focus with OPTIVEST, INC. can help a reader organize questions about investment management and financial planning.

Sources

1. SEC Investment Adviser Public Disclosure, OPTIVEST, INC. , accessed/as of March 30, 2026.
2. Form ADV, OPTIVEST, INC. , accessed/as of March 30, 2026.
3. Form ADV, OPTIVEST, INC. , accessed/as of March 30, 2026.
4. SEC Investment Adviser Public Disclosure, OPTIVEST, INC. , accessed/as of March 30, 2026.
5. SEC Investment Adviser Public Disclosure, OPTIVEST, INC. , accessed/as of March 30, 2026.
6. Form ADV, OPTIVEST, INC. , accessed/as of March 30, 2026.
7. Form ADV, OPTIVEST, INC. , accessed/as of March 30, 2026.
8. Optivest , accessed October 23, 2026.
9. Optivest , accessed October 23, 2026.
10. Optivest , accessed October 23, 2026.
11. Optivest Experience , accessed October 23, 2026.
12. Optivest Experience , accessed October 23, 2026.
13. Optivest Experience , accessed October 23, 2026.
14. Optivest Experience , accessed October 23, 2026.
15. Optivest Experience , accessed October 23, 2026.
16. Optivest Clients , accessed October 23, 2026.
17. Leslie Calhoun , accessed October 23, 2026.
18. Optivest Teams , accessed October 23, 2026.
19. Optivest Teams , accessed October 23, 2026.
20. Optivest Teams , accessed October 23, 2026.
21. Optivest , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.