# OPTIMIZE FINANCIAL INC.

OPTIMIZE FINANCIAL INC. of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 315963
- Type: SEC-registered investment adviser
- SEC file number: 801-122500
- Location: 100 SPECTRUM CTR DR, STE 300, IRVINE, CA, 92618
- Phone: 949-471-0000
- Latest filing: 2026-06-30
- Regulatory AUM: $221.7M
- Discretionary AUM: $221.7M
- Clients: 8
- Accounts: 100

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Casey Elizabeth Witters | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER; CHIEF EXECUTIVE OFFICER; PRESIDENT; AND CHIEF COMPLIANCE OFFICER | — |
| Tara Elizabeth Mcclanahan | CHIEF COMPLIANCE OFFICER | — |
| WHITSON CASEY BAYNE | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| WITTERS CASEY ELIZABETH | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | — |
| McClanahan Tara Elizabeth | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315963/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315963/similar
- Related entities: https://search.stillhousedata.com/firm/315963/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315963

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.