SEC Form ADV · CIK 1841259

OCTAVIA WEALTH ADVISORS LLC

Registered Investment AdviserOH
$2.2B
Assets Under Management
2
Total Clients
45
Employees
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Registration Details

CIK
1841259
Accession
crd-306909
Location
CINCINNATI, OH
Filing Date
June 8, 2026
AUM
$2.2B
Total Clients
2
Institutional Clients
96
Employees
45
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansGovernment EntitiesCorporations

About this Adviser

OCTAVIA WEALTH ADVISORS LLC is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $2.2B in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.