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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, CONOR, IAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, CONOR, IAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, MARK, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERS, MAXIM, IAN | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RIDGLEY, ROBERT, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, MARC, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| OCTAVIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, CONOR, IAN | I | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| ANDERSON, CONOR, IAN | I | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| HONG KONG HOLDINGS, LLC | DE | OCTAVIA FINANCIAL HOLDINGS, LLC | E | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
| STROHMEIER, LUIS, MARCK | I | HONG KONG HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (39)
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Address
9999 CARVER ROADSUITE 130
CINCINNATI, OH 45242
United States
Phone: (513) 762-7701