# Octavia Wealth Advisors

Octavia Wealth Advisors is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, United States
- **Founded:** 2020
- **Assets under management:** 1200 (Altss estimate)
- **Website:** octaviawa.com
- **LinkedIn:** https://www.linkedin.com/company/octavia-wealth-advisors

## Regulatory record

- **CRD number:** 306909
- **SEC file number:** 801-118078
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306909

## About

Octavia Wealth Advisors began operations in 2020. It functions as a registered investment advisor serving individuals, high-net-worth individuals, and institutions. The firm delivers investment advisory services centered on portfolio management. No specific asset classes, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no documented co-investor clubs, succession arrangements, or hybrid mandates.

## Questions

### Who does Octavia Wealth Advisors advise?

The firm advises individuals, high-net-worth individuals, and institutions.

### What services does Octavia Wealth Advisors provide?

It provides investment advisory services including investment management and portfolio management.

### When was Octavia Wealth Advisors established?

The firm was established in 2020.

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- [Lilly Asia Ventures](https://altss.com/profile/lilly-asia-ventures)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/octavia-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology