Octavia Wealth Advisors LLC

Firm record

As recorded in SEC IAPD

Firm CRD

306909

SEC number

801-118078

Firm type

RIA

Assets under management

$2.2B as of Jun 8, 2026

Website

x.com/OctaviaWealth ↗

Phone

(513) 762-7701

Address

9999 Carver Road, Cincinnati, OH, 45242

Advisors at this firm

32 in our index · page 1 of 1

• Joshua Nathan AldusCRD 6615466 · San Diego, CA
  IA RegisteredBroker
• Christopher Mario BertorelliCRD 2386832 · San Diego, CA
  IA RegisteredBroker
• Eric James BlackhallCRD 5554970 · San Diego, CA
  IA RegisteredRegistration inactive
• Mark Joseph BodnarCRD 1201414 · Cincinnati, OH
  IA RegisteredBroker
• Jordan Alexander ColmanCRD 5860708 · San Diego, CA
  IA RegisteredBroker
• Daniela Marina CroninCRD 6957594 · Cleburne, TX
  IA Registered
• Susan M FarlowCRD 5910377 · Cincinnati, OH
  IA RegisteredBroker
• Jacob FlaspohlerCRD 7406992 · Cincinnati, OH
  IA Registered
• Nicholas Vincent GeraciCRD 8105057 · San Diego, CA
  IA Registered
• Donald Wade HughettCRD 3164881 · Cincinnati, OH
  IA RegisteredBroker
• Michael Wyatt IngramCRD 4848522 · San Diego, CA
  IA RegisteredBroker
• Charles Richard KorgerCRD 2795363 · Sarasota, FL
  IA Registered
• Bradley Michael LauchCRD 5624146 · Cincinnati, OH
  IA RegisteredBroker
• Mariano Farid LlosaCRD 6244016 · Miami, FL
  IA RegisteredBroker
• Susan Marie MchughCRD 2275756 · Cincinnati, OH
  IA RegisteredBroker
• Kseniya MendozaCRD 6637051 · San Diego, CA
  IA RegisteredRegistration inactive
• Xavier MendozaCRD 5777630 · San Diego, CA
  IA RegisteredBroker
• Maxim Ian MeyersCRD 1762797 · Cincinnati, OH
  IA RegisteredBroker
• Ryan Charles MorseCRD 4124127 · San Diego, CA
  IA RegisteredBroker
• Dana Peacock McgrathCRD 6344914 · San Diego, CA
  IA RegisteredBroker
• Brian Mitchell PriceCRD 7418514 · St. Charles, MO
  IA Registered
• Glynnis ReinhartCRD 4530036 · Cincinnati, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew Erik SeniCRD 4631870 · Cincinnati, OH
  IA RegisteredBroker
• Justin Andrew SetzekornCRD 4993315 · Cincinnati, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Ashley Dawn SeyberthCRD 6445477 · Cincinnati, OH
  IA RegisteredBroker
• Luis Marck StrohmeierCRD 1930000 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Christopher SellarsCRD 7412618 · Cincinnati, OH
  IA Registered
• Logan Andrew SnowCRD 7940705 · Cincinnati, OH
  IA Registered
• Kurt VolkerCRD 5495090 · San Diego, CA
  IA RegisteredBroker
• Marc Edward WagnerCRD 4481851 · Cincinnati, OH
  IA RegisteredBroker
• Nicholas Daniel WheelerCRD 5318587 · Cincinnati, OH
  IA RegisteredBroker
• David L YeazellCRD 5040208 · Cincinnati, OH
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.