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
14 Mint Plaza Ste 500, San Francisco, CA 94103
http://octavewealth.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    4,030
    ACCOUNTS
  • 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
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 Li, financial advisor San Francisco CA
Jessie J. Li
CRD#: 5041663
14 Mint Plaza Ste 500, San Francisco, CA 94103

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, financial advisor San Francisco CA
Rikin Shah
CRD#: 6328214
14 Mint Plaza Ste 500, San Francisco, CA 94103

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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