Insights

Wealth Management Expertise Octavia Wealth Advisors offers personalized financial guidance and successful investment strategies tailored to client goals, presenting an opportunity for individuals seeking wealth management services.

Spanish Market Expansion By launching a Spanish version of its website to cater to LatAm clients, Octavia demonstrates a focus on diverse markets, indicating potential growth opportunities in Spanish-speaking regions.

Recent Investment Activity With recent investments in assets like iShares Core MSCI EAFE ETF, totaling $1.23M, Octavia shows active involvement in financial markets, attracting potential investors interested in similar opportunities.

Tech-Driven Approach Utilizing technologies such as Facebook Pixel, LinkedIn Insight Tag, and PWA among others, Octavia embraces a modern tech stack, appealing to tech-savvy clients and showcasing innovation in the financial services sector.

Competitive Positioning Among similar companies, Octavia's personalized approach, values-based services, and integrated team stand out, offering a competitive edge in attracting clients looking for a trusted and long-term relationship with their financial advisors.

Octavia Wealth Advisors Tech Stack

Octavia Wealth Advisors uses 8 technology products and services including Facebook Pixel, Linkedin Insight Tag, Fastly, and more. Explore Octavia Wealth Advisors's tech stack below.

  • Facebook Pixel
    Analytics
  • Linkedin Insight Tag
    Analytics
  • Fastly
    Content Delivery Network
  • jQuery Migrate
    Javascript Libraries
  • AOS
    Javascript Libraries
  • PWA
    Miscellaneous
  • UPS
    Transportation And Fleet Management
  • Gravity Forms
    Web Platform Extensions

Octavia Wealth Advisors's Email Address Formats

Octavia Wealth Advisors uses at least 1 format(s):
Octavia Wealth Advisors Email FormatsExamplePercentage
flast@octaviawa.comJDoe@octaviawa.com
50%
flast@octaviawa.comJDoe@octaviawa.com
50%

Frequently Asked Questions

Where is Octavia Wealth Advisors's headquarters located?

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Octavia Wealth Advisors's main headquarters is located at 9999 Carver Road Suite 130 Cincinnati, Ohio 45242 US. The company has employees across 2 continents, including North AmericaEurope.

What is Octavia Wealth Advisors's stock symbol?

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Octavia Wealth Advisors is a publicly traded company; the company's stock symbol is N/A.

What is Octavia Wealth Advisors's official website and social media links?

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Octavia Wealth Advisors's official website is octaviawa.com and has social profiles on LinkedIn.

What is Octavia Wealth Advisors's NAICS code?

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Octavia Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Octavia Wealth Advisors have currently?

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As of January 2024, Octavia Wealth Advisors has approximately 39 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer: R. R.Chief Financial Officer: M. W.Chief Financial Officer: C. W.. Explore Octavia Wealth Advisors's employee directory with LeadIQ.

What industry does Octavia Wealth Advisors belong to?

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Octavia Wealth Advisors operates in the Financial Services industry.

What technology does Octavia Wealth Advisors use?

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Octavia Wealth Advisors's tech stack includes Facebook PixelLinkedin Insight TagFastlyjQuery MigrateAOSPWAUPSGravity Forms.

What is Octavia Wealth Advisors's email format?

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Octavia Wealth Advisors's email format typically follows the pattern of . Find more Octavia Wealth Advisors email formats with LeadIQ.
Octavia Wealth Advisors

Octavia Wealth Advisors

Financial ServicesOhio, United States11-50 Employees

Octavia provides you with the personalized guidance to reach as high as your dreams.

With your goals in mind, we search out the most appropriate investments to grow your wealth and advance your plans. Your customized portfolio may include all types of investments, asset classes, and strategies selected from across the entire marketplace of opportunities. We also help you navigate life’s unpredictability by structuring a robust risk management system. Then we closely monitor your plan’s progress to keep things on track.

As an independent, values-based firm, we build caring, long-term relationships. Serving your best interests is our fiduciary duty and our privilege. We never compromise on the time it takes to deliver the highest quality advice for all of your current and future financial needs. Over the course of our lifelong relationship, Octavia’s integrated team of experts remains united by a single purpose—helping you reach higher to create your very own success story.

Disclosure: Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia Wealth Advisors provides investment advisory and related services for clients nationally. Octavia Wealth Advisors will maintain all applicable registration and licenses as required by the various states in which Octavia Wealth Advisors conducts business. For additional information, please visit our website at https://octaviawa.com.

Section iconCompany Overview

Headquarters
9999 Carver Road Suite 130 Cincinnati, Ohio 45242 US
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

Section iconFunding & Financials

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