OCTAVIA WEALTH ADVISORS LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 306909). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Maxim Ian Meyers | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Luis Marck Strohmeier | MEMBER | — |
| Marc Edward Wagner | CHIEF FINANCIAL OFFICER | — |
| Joseph Jude Hoefer | CHIEF INVESTMENT OFFICER | — |
| Mark Joseph Bodnar | CHIEF INVESTMENT OFFICER | — |
| WAGNER DAN EDWARD | CHIEF FINANCIAL OFFICER | — |
| ANDERSON CONOR IAN | CHIEF COMPLIANCE OFFICER; OWNER | — |
| MEYERS MAXIM IAN | PRINCIPAL AND CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| RIDGLEY ROBERT DEAN | CHIEF INVESTMENT OFFICER | — |
| STROHMEIER LUIS MARCK | MEMBER | — |
| BODNAR MARK JOSEPH | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN DIEGO | CA | 9 | 619-557-8241 |
| MIAMI | FL | 2 | 786-413-7059 |
| SARASOTA | FL | 1 | 215-514-2134 |
| LOS ANGELES | CA | 1 | 310-231-7753 |