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Financial ADVSR advisor directory · SEC adviser records

Octavia Wealth Advisors LLC financial advisors

Every SEC-registered investment adviser representative at Octavia Wealth Advisors LLC, by the state and city of the office they work from.

The short answer

29 registered advisors work at Octavia Wealth Advisors LLC, in 5 states and 6 cities; the most are in Cincinnati, OH (18). 13 list the CFP designation and 20 are also registered broker representatives.

Search every Octavia Wealth Advisors LLC advisor by name →Who joined and left Octavia Wealth Advisors LLC →Octavia Wealth Advisors LLC: assets, clients and custodians →

Cities with the most Octavia Wealth Advisors LLC advisors

Cincinnati, OH 18San Diego, CA 7Cleburne, TX 1Los Angeles, CA 1Miami, FL 1St. Charles, MO 1

Octavia Wealth Advisors LLC advisors by state

Octavia Wealth Advisors LLC in Ohio 18

Cincinnati 18

Octavia Wealth Advisors LLC in California 8

San Diego 7Los Angeles 1

Octavia Wealth Advisors LLC in Florida 1

Miami 1

Octavia Wealth Advisors LLC in Missouri 1

St. Charles 1

Octavia Wealth Advisors LLC in Texas 1

Cleburne 1

Questions

How many financial advisors does Octavia Wealth Advisors LLC have?

29 investment adviser representatives are registered with Octavia Wealth Advisors LLC, according to the SEC's Investment Adviser Public Disclosure records, in 5 states and 6 cities. 13 list the CFP designation and 20 are also registered as broker representatives.

Where does Octavia Wealth Advisors LLC have the most advisors?

Cincinnati, OH, with 18 registered advisors, then San Diego, CA (7). By state, Ohio has the most, with 18.

How do I find a Octavia Wealth Advisors LLC financial advisor near me?

Pick your state below, then your city, to see every Octavia Wealth Advisors LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Octavia Wealth Advisors LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →