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Building 2OCTAVIA WEALTH ADVISORS LLC

Map pinCINCINNATI, OH
Phone(513) 762-7701
NotebookSEC #801-118078
Total AUM
$2.2B
Employees
45
Clients
3,804

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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