# OCTAVIA WEALTH ADVISORS LLC

OCTAVIA WEALTH ADVISORS LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 306909
- Type: SEC-registered investment adviser
- SEC file number: 801-118078
- Location: 9999 CARVER ROAD, SUITE 130, CINCINNATI, OH, 45242
- Phone: (513) 762-7701
- Latest filing: 2026-07-02
- Regulatory AUM: $2.2B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $389.3M
- Clients: 45
- Accounts: 6,795

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306909/similar
- Related entities: https://search.stillhousedata.com/firm/306909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306909

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.