This chart displays the top 10 holdings in Optivise Advisory Services Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

The assets under management (AUM) of Optivise Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 190.047M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Kendra Means, and others.