Octavia Wealth Advisors LLC
Octavia Wealth Advisors LLC (CRD# 306909) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,443,996,191 in 5,444 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management1,444MILLION
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Total Number of Accounts5,444ACCOUNTS
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Average Account Value$265,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
Joshua Aldus (CRD# 6615466) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 6 years of experience in the finance industry.
Christopher Bertorelli (CRD# 2386832) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Eric Blackhall (CRD# 5554970) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.
Mark Bodnar (CRD# 1201414) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 39 years of experience in the finance industry.
Jordan Colman (CRD# 5860708) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 13 years of experience in the finance industry.
Susan Farlow (CRD# 5910377) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 10 years of experience in the finance industry.
Donald Hughett (CRD# 3164881) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.
Michael Ingram (CRD# 4848522) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 19 years of experience in the finance industry.
Charles Korger (CRD# 2795363) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Sarasota, FL and has over 25 years of experience in the finance industry.
Bradley Lauch (CRD# 5624146) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.