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
Mariano Llosa (CRD# 6244016) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Miami,, FL and has over 10 years of experience in the finance industry.
Susan McHugh (CRD# 2275756) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 31 years of experience in the finance industry.
Xavier Mendoza (CRD# 5777630) 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.
Maxim Meyers (CRD# 1762797) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 36 years of experience in the finance industry.
Ryan Morse (CRD# 4124127) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Dana Peacock (CRD# 6344914) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.
Glynnis Reinhart (CRD# 4530036) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 21 years of experience in the finance industry.
Andrew Seni (CRD# 4631870) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.
Justin Setzekorn (CRD# 4993315) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.
Ashley Seyberth (CRD# 6445477) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 7 years of experience in the finance industry.