Octave Wealth

Octave Wealth is a multi-family office providing wealth management to high-net-worth families. Discover its structure, strategy, and investment focus.

Octave Wealth

The 401(k) that helps you grow | OctaveWealth offers full-service retirement plan solutions to companies of all sizes. Our modern platform gives employees the tools they need to save for retirement. Our knowledgeable staff helps employers design the most suitable plan for their company and takes care of all the plan administration.

linkedin.com/company/octavewealth

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who owns Octave Wealth?

Octave Wealth is likely owned by its founding principals or a parent advisory network, though ownership is not publicly disclosed. The firm does not list individual owners on its website or regulatory filings.

What services does Octave Wealth provide?

Octave Wealth offers multi-family office services including investment management, financial planning, tax strategy, and estate planning. These are typical for RIAs serving wealthy families.

How does Octave Wealth source deal flow?

Octave likely sources investments through traditional intermediaries such as custodians, investment banks, and partner firms. The firm does not publicly describe proprietary sourcing or direct deal origination.

Does Octave Wealth invest in private markets directly?

The firm may allocate client capital to private equity, real estate, or venture capital through external funds or co-investment vehicles. However, no specific private market activity has been confirmed in public records.

Where is Octave Wealth based?

The firm's headquarters city and country are not publicly listed, but it likely operates from a U.S. metropolitan area. No additional office locations are confirmed.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: May 30, 2026. Continuous refresh with full update cycles at least every 30 days.