Octavewealth
Octavewealth (CRD# 170975) is a financial advisory firm headquartered in San Francisco, CA. They manage $16,530,000 in 4,030 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management17MILLION
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Total Number of Accounts4,030ACCOUNTS
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Average Account Value$4,102
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Octavewealth
1
Jessie Li (CRD# 5041663) is an Investment Advisor Representative working at Octavewealth in San Francisco, CA and has over 15 years of experience in the finance industry.
2
Rikin Shah (CRD# 6328214) is an Investment Advisor Representative working at Octavewealth in San Francisco, CA and has over 9 years of experience in the finance industry.
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