Also known as october wealth
October Wealth Advisors is a fee-only, SEC-registered investment advisory firm in Fort Smith, Arkansas, with three advisors. It manages money for individuals, families and institutions in the Arkansas River Valley and serves clients across seven states by video call. The firm states that its only revenue is the advisory fee, with no commissions, annuities or insurance products, and that tax is considered on every trade. Reported assets under management are about $142 million.
Public regulatory records matched to October Wealth Advisors from SEC and IRS filings.
Public filings matched to October Wealth Advisors across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
October Wealth Advisors is a wealth manager based in Fort Smith, United States, managing approximately $142M in assets.
October Wealth Advisors is headquartered in Fort Smith, United States.
October Wealth Advisors manages approximately $142M in assets under management.
October Wealth Advisors was founded in 2010.
Verified contact details, key decision-makers, and investment preferences for October Wealth Advisors are available on LPbacked. Create a free account to access them.