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
Peter Shusterman (CRD# 1460819) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 38 years of experience in the finance industry.
Luis Strohmeier (CRD# 1930000) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Miami, FL and has over 28 years of experience in the finance industry.
Kurt Volker (CRD# 5495090) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 8 years of experience in the finance industry.
Marc Wagner (CRD# 4481851) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.
Nicholas Wheeler (CRD# 5318587) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.
David Yeazell (CRD# 5040208) 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.
Christopher Lamb (CRD# 7505809) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Kseniya Mendoza (CRD# 6637051) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.
Brian Price (CRD# 7418514) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Ryan Sellars (CRD# 7412618) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has 1 year of experience in the finance industry.