Octavewealth

Octavewealth (CRD# 170975) is a financial advisory firm headquartered in San Francisco, CA. They manage $12,512,000 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $186,746
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Octavewealth
Showing 1 - 2 of 2 top financial advisors.
1
Jessie J. Li
CRD#: 5041663
415 Jackson Street Ste B, San Francisco, CA 94111
96
Wealthminder
score

Jessie Li (CRD# 5041663) is an Investment Advisor Representative working at Octavewealth in San Francisco, CA and has over 9 years of experience in the finance industry.

2
Rikin Shah
CRD#: 6328214
415 Jackson Street Ste B, San Francisco, CA 94111
90
Wealthminder
score

Rikin Shah (CRD# 6328214) is an Investment Advisor Representative working at Octavewealth in San Francisco, CA and has over 3 years of experience in the finance industry.

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