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Marc Edward Wagner

OCTAVIA WEALTH ADVISORS LLC·CINCINNATI, Ohio
Unclaimed Profile
9999 CARVER ROAD, CINCINNATI, OH 45242CRD# 4481851Firm CRD# 306909
01

About

Marc Edward Wagner is a registered financial advisor based in CINCINNATI, Ohio, affiliated with OCTAVIA WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OCTAVIA WEALTH ADVISORS LLC
OCTAVIA WEALTH ADVISORS LLC
AUM
$1.4B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at OCTAVIA WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4481851
Firm CRD# 306909
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Edward Wagner offer?
Marc Edward Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Marc Edward Wagner's credentials?
Marc Edward Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Edward Wagner located?
Marc Edward Wagner is based in CINCINNATI, Ohio, working with OCTAVIA WEALTH ADVISORS LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Marc Edward Wagner charge for services?
Marc Edward Wagner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCTAVIA WEALTH ADVISORS LLC?
OCTAVIA WEALTH ADVISORS LLC has approximately 42 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJill Tripp Mcgruder — TOUCHSTONE ADVISORS INCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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