OCTAVIA WEALTH ADVISORS LLC

CINCINNATI, Ohio·6 registered advisors·CRD# 306909
SEC# 801-1180784(513) 762-7701
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OCTAVIA WEALTH ADVISORS LLC

6 registered advisors
Conor Ian Anderson
MARSHFIELD, Massachusetts
Luis Marck Strohmeier
CINCINNATI, Ohio
Marc Edward Wagner
CINCINNATI, Ohio
Mark Joseph Bodnar
CINCINNATI, Ohio
Maxim Ian Meyers
CINCINNATI, Ohio
Robert Dean Ridgley
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
5 advisors
MARSHFIELD, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. OCTAVIA WEALTH ADVISORS LLC (CRD# 306909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.