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Principal, Chief Executive Officer and Chief Compliance Officer · Octavia Wealth Advisors LLC

Maxim I. Meyers

CRD 1762797 · 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 Maxim I. Meyers on its Form ADV as Principal, Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Octavia Wealth Advisors LLCPrincipal, Chief Executive Officer and Chief Compliance OfficerWealth manager · Cincinnati, OH · $2.2B in regulatory assets

AtlasMembers

Maxim’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

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