| Name | Title | Ownership | Since |
|---|---|---|---|
| Marc Edward Wagner Control | Chief Financial Officer | Under 5% | 2020 |
| Mark Joseph Bodnar Control | Chief Investment Officer | Under 5% | 2022 |
| Maxim Ian Meyers Control | Principal, Chief Executive Officer And Chief Compliance Officer | Under 5% | 2020 |
Octavia Wealth Advisors LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Octavia Wealth Advisors LLC reports 49 employees.
Octavia Wealth Advisors LLC is based in Cincinnati, OH and has been SEC-registered since 2020.
Octavia Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9999 Carver Road, Suite 130, Cincinnati, OH 45242 |
| Phone | (513) 762-7701 |
| Fax | (513) 762-7741 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1841259 |
| Discloses disciplinary history | No |
| Discretionary | $1.46B |
| Non-discretionary | $334.2M |
| Total (RAUM) | $1.79B |