Overview
Assets Under Management: $1.8 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 355
Average Client Assets: $2 million
Frequently Asked Questions
OCTAVIA WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306909), OCTAVIA WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
OCTAVIA WEALTH ADVISORS LLC is headquartered in CINCINNATI, OH.
OCTAVIA WEALTH ADVISORS LLC serves 355 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, OCTAVIA WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OCTAVIA WEALTH ADVISORS LLC manages $1.8 billion in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, OCTAVIA WEALTH ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 355
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,332
Discretionary Accounts: 5,765
Non-Discretionary Accounts: 567
Regulatory Filings
CRD Number: 306909
Last Filing Date: 2025-02-21 00:00:00
Website: https://octaviawa.com