QUILLU INC
Legal name: OCTAVEWEALTH
CRD #170975 SEC #801-79758 SAN FRANCISCO, CA (855) 962-8283
SEC Registered
Total AUM
$22.1M
Discretionary
$22.1M
Employees
2
Clients
0
Accounts
7,700
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $22.1M | $22.1M | $0 | 2 | 0 |
| Mar 2024 | $16.5M | $16.5M | $0 | 2 | 0 |
| Mar 2023 | $14.3M | $14.3M | $0 | 2 | 0 |
| Mar 2022 | $14.3M | $14.3M | $0 | 2 | 0 |
| May 2021 | $13.5M | $13.5M | $0 | 2 | 0 |
| Mar 2021 | $13.5M | $13.5M | $0 | 2 | 0 |
| May 2020 | $18.6M | $18.6M | $0 | 2 | 0 |
| Mar 2019 | $11.8M | $11.8M | $0 | 2 | 0 |
| Feb 2018 | $12.5M | $12.5M | $0 | 2 | 0 |
| Aug 2017 | $2.6M | $2.6M | $0 | 2 | 1 |
| Feb 2017 | $2.6M | $2.6M | $0 | 2 | 1 |
| Jan 2016 | $36.7K | $36.7K | $0 | 2 | 1 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
| Aug 2014 | $0 | $0 | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$22.1M
Discretionary$22.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$16.5M
Discretionary$16.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$18.6M
Discretionary$18.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$11.8M
Discretionary$11.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees2
Clients1
DateFeb 2017
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees2
Clients1
DateJan 2016
Total AUM$36.7K
Discretionary$36.7K
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0