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OCTAVIA WEALTH ADVISORS LLC
CRD 306909 · SEC 801-118078
9999 CARVER ROAD, SUITE 130, CINCINNATI, OH, 45242, United States
Phone
(513) 762-7701
Fax
(513) 762-7741
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.15B
Discretionary AUM
$1.76B
Team
45 total employees; 31 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3212 | $709.0M |
| High net worth individuals | 460 | $1.08B |
| Pension/profit sharing plans | 96 | $327.8M |
| Corporations/business entities | 35 | $32.0M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD