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Member · Octavia Wealth Advisors LLC

Luis M. Strohmeier

CRD 1930000 · Named on Form ADV at one SEC-registered adviser

At a glance

Octavia Wealth Advisors LLC, an SEC-registered wealth manager based in Cincinnati, OH with $2.2 billion in regulatory assets, lists Luis M. Strohmeier on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Luis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Maxim I. MeyersPrincipal, Chief Executive Officer and Chief Compliance Officer, Octavia Wealth Advisors LLC
  • Marc E. WagnerChief Financial Officer, Octavia Wealth Advisors LLC
  • Joseph J. HoeferChief Investment Officer, Octavia Wealth Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Luis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.