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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Optivest Wealth Management

Multi family office in San Juan Capistrano, United States, founded 1987; focus on real estate, healthtech and industrial.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
San Juan Capistrano, United States
FOUNDED
1987

Investment approach

SECTORS
Real Estate & PropTechHealthTechIndustrial & ManufacturingFood & Agriculture
ROUTES
Companies (own capital)

Overview

Headquartered in San Juan Capistrano, United States, the firm is listed as a multi family office founded in 1987. Sectors on record are real estate, healthtech, industrial and food & agriculture. It invests directly in companies; 3 people are named on its team.

People

  • Leslie Calhoun
    President and CEO · source
  • Mark Van Mourick
    Founder · source
  • Warren Allan
    President and Co-Founder of Optivest Properties · source

Frequently asked questions

Optivest Wealth Management is a multi family office based in San Juan Capistrano, the United States, founded in 1987.

Optivest Wealth Management invests its own capital into companies.

Optivest Wealth Management invests in Real Estate & PropTech, HealthTech, Industrial & Manufacturing and Food & Agriculture.

Key people at Optivest Wealth Management include Leslie Calhoun (President and CEO), Mark Van Mourick (Founder) and Warren Allan (President and Co-Founder of Optivest Properties).