OCTAVIA WEALTH ADVISORS LLC

CINCINNATI, OH

(513) 762-7701

SEC #801-118078

Total AUM

$2.2B

Employees

Clients

3,804

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

9999 CARVER ROAD
SUITE 130
CINCINNATI
OH 45242
United States

Operating Hours

8:00AM - 5:00PM
Monday - Friday

Phone

(513) 762-7701

Other Offices

Financials

Total AUM

$2.2B

Accounts

6,795

Discretionary

$1.8B

Accounts

6,181

Non-Discretionary

$389.3M

Accounts

614

Clients

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Individual Clients

3,212

AUM

$709M

HNW Individual Clients

460

AUM

$1.1B

Pension/Profit Sharing Plan Clients

AUM

$327.8M

Government Entity Clients

AUM

$1M

Corporation or Business Clients

AUM

$32M

Services

View ADV Part 2 brochures →

Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

ALAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXVAWA

Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.