Unclaimed Profile

Marc Edward Wagner

OCTAVIA WEALTH ADVISORS LLC·CINCINNATI, Ohio

Clean recordOCTAVIA WEALTH ADVISORS LLC

9999 CARVER ROAD, CINCINNATI, OH 45242CRD# 4481851Firm CRD# 306909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Edward Wagner · CINCINNATI, OH

Registration

CRD #4481851 · OCTAVIA WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OCTAVIA WEALTH ADVISORS LLC

AUM

$1.4B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4481851

Firm CRD# 306909

View on FINRA BrokerCheck →

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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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