OCTAVIA WEALTH ADVISORS LLC
CRD #306909 SEC #801-118078 CINCINNATI, OH (513) 762-7701
SEC Registered
Total AUM
$1.8B
Discretionary
$1.5B
Employees
49
Clients
10
Accounts
6,332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.8B | $1.5B | $334.2M | 49 | 1 |
| Feb 2025 | $1.8B | $1.5B | $334.2M | 49 | 1 |
| Aug 2024 | $1.4B | $1.2B | $276.9M | 42 | 1 |
| May 2024 | $1.4B | $1.2B | $276.9M | 42 | 1 |
| Mar 2024 | $1.4B | $1.2B | $276.9M | 42 | 1 |
| Feb 2024 | $1.4B | $1.2B | $276.9M | 42 | 1 |
| Jan 2024 | $1.1B | $857.9M | $209.5M | 40 | 1 |
| Oct 2023 | $1.1B | $857.9M | $209.5M | 40 | 1 |
| Feb 2023 | $1.1B | $857.9M | $209.5M | 40 | 1 |
| Nov 2022 | $1.2B | $907.1M | $261.5M | 41 | 1 |
| Sep 2022 | $1.2B | $907.1M | $261.5M | 41 | 1 |
| Jun 2022 | $1.2B | $907.1M | $261.5M | 41 | 1 |
| May 2022 | $1.2B | $907.1M | $261.5M | 41 | 1 |
| Feb 2022 | $1.2B | $907.1M | $261.5M | 41 | 1 |
| Sep 2021 | $881.1M | $600.8M | $280.3M | 35 | 0 |
| Apr 2021 | $881.1M | $600.8M | $280.3M | 35 | 0 |
| Apr 2021 | $881.1M | $600.8M | $280.3M | 35 | 0 |
| Jan 2021 | $881.1M | $600.8M | $280.3M | 35 | 0 |
| Oct 2020 | $699.4M | $454.1M | $245.3M | 36 | 0 |
| Aug 2020 | $151M | $0 | $151M | 36 | 0 |
| Jun 2020 | $151M | $0 | $151M | 36 | 0 |
| Jun 2020 | $0 | $0 | $0 | 35 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
| Jan 2020 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$334.2M
Employees49
Clients1
DateFeb 2025
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$334.2M
Employees49
Clients1
DateAug 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$276.9M
Employees42
Clients1
DateMay 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$276.9M
Employees42
Clients1
DateMar 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$276.9M
Employees42
Clients1
DateFeb 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$276.9M
Employees42
Clients1
DateJan 2024
Total AUM$1.1B
Discretionary$857.9M
Non-Disc.$209.5M
Employees40
Clients1
DateOct 2023
Total AUM$1.1B
Discretionary$857.9M
Non-Disc.$209.5M
Employees40
Clients1
DateFeb 2023
Total AUM$1.1B
Discretionary$857.9M
Non-Disc.$209.5M
Employees40
Clients1
DateNov 2022
Total AUM$1.2B
Discretionary$907.1M
Non-Disc.$261.5M
Employees41
Clients1
DateSep 2022
Total AUM$1.2B
Discretionary$907.1M
Non-Disc.$261.5M
Employees41
Clients1
DateJun 2022
Total AUM$1.2B
Discretionary$907.1M
Non-Disc.$261.5M
Employees41
Clients1
DateMay 2022
Total AUM$1.2B
Discretionary$907.1M
Non-Disc.$261.5M
Employees41
Clients1
DateFeb 2022
Total AUM$1.2B
Discretionary$907.1M
Non-Disc.$261.5M
Employees41
Clients1
DateSep 2021
Total AUM$881.1M
Discretionary$600.8M
Non-Disc.$280.3M
Employees35
Clients0
DateApr 2021
Total AUM$881.1M
Discretionary$600.8M
Non-Disc.$280.3M
Employees35
Clients0
DateApr 2021
Total AUM$881.1M
Discretionary$600.8M
Non-Disc.$280.3M
Employees35
Clients0
DateJan 2021
Total AUM$881.1M
Discretionary$600.8M
Non-Disc.$280.3M
Employees35
Clients0
DateOct 2020
Total AUM$699.4M
Discretionary$454.1M
Non-Disc.$245.3M
Employees36
Clients0
DateAug 2020
Total AUM$151M
Discretionary$0
Non-Disc.$151M
Employees36
Clients0
DateJun 2020
Total AUM$151M
Discretionary$0
Non-Disc.$151M
Employees36
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees35
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0