What departments does Octavia Wealth Advisors have?

Octavia Wealth Advisors has employees across 5 departments including Finance, Administrative, Marketing, Accounting, Operations.

What is the largest department at Octavia Wealth Advisors?

The largest department at Octavia Wealth Advisors is Finance with 2 employees.

Where are Octavia Wealth Advisors employees located globally?

Octavia Wealth Advisors has employees across 2 continents and 2 countries including Switzerland, United States Of America.

How has Octavia Wealth Advisors's team size changed over time?

Octavia Wealth Advisors's team has grown from approximately 45 to 46 employees based on available data.

Octavia Wealth Advisors Employee Directory

Financial ServicesOhio, United States11-50 Employees

Octavia Wealth Advisors operates as an independent wealth advisory firm in the financial services sector, offering tailored guidance designed to help clients reach their financial goals. It assembles customized portfolios drawn from a broad range of investments and implements a robust risk-management framework to navigate market volatility, with ongoing monitoring to keep plans on track. Based in Cincinnati, Ohio, the firm serves clients nationwide as a registered investment advisor and emphasizes a fiduciary approach that prioritizes clients' best interests. Described as a small to mid-sized team, Octavia focuses on long-term, relationship-driven service and provides integrated financial guidance to support both current and future needs.

Octavia Wealth Advisors Global Highlights

North America
61

United States Of America
61

Europe
1

Switzerland
1

Octavia Wealth Advisors's Leadership

C. W.
Chief Financial Officer
Mobile Phone
Email
J. H.
Chief Investment Officer
Mobile Phone
Email
L. S.
Partner/Wealth Advisor At Octavia Wealth Advisors, Llc
Mobile Phone
Email
J. S.
Partner Wealth Advisor
Mobile Phone
Email
M. M.
Partner Wealth Advisor
Mobile Phone
Email
M. C.
Partner Wealth Advisor
Mobile Phone
Email
M. I.
Partner And Wealth Advisor
Mobile Phone
Email
T. G.
Office Manager
Mobile Phone
Email

Octavia Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Analytics
Finance
Administrative
Human Resources
Marketing
Other
Accounting
Customer Success
Banking
Community & Social Services
Legal

Contact profiles from Octavia Wealth Advisors

Name

Title

Contact Info

Location

Last Update

L. S.
Partner/Wealth Advisor At Octavia Wealth Advisors, Llc
Mobile Phone
Email
United States
Apr 14, 2026
C. W.
Chief Financial Officer
Mobile Phone
Email
Oct 16, 2024
J. H.
Chief Investment Officer
Mobile Phone
Email
United StatesSouth Carolina
Mar 26, 2026
J. S.
Partner Wealth Advisor
Mobile Phone
Email
May 17, 2024
M. M.
Partner Wealth Advisor
Mobile Phone
Email
Nov 03, 2025
M. C.
Partner Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
M. I.
Partner And Wealth Advisor
Mobile Phone
Email
Jun 27, 2025
T. G.
Office Manager
Mobile Phone
Email
Oct 21, 2024
A. S.
Marketing Associate
Mobile Phone
Email
Mar 09, 2026
A. L.
New Account Specialist
Mobile Phone
Email
United States
Jan 29, 2026

Frequently Asked Questions

What is Octavia Wealth Advisors known for?

Octavia Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 9999 Carver Road Suite 130 Cincinnati, Ohio 45242 United States. Explore Octavia Wealth Advisors's company overview page for more information.

What is Octavia Wealth Advisors's most common email format?

Octavia Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Octavia Wealth Advisors email formats with LeadIQ.

How many employees does Octavia Wealth Advisors have currently?

Octavia Wealth Advisors has approximately 44 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Octavia Wealth Advisors's key employees and leadership?

As of May 2026, Octavia Wealth Advisors's key employees include:

Chief Financial Officer: C. W.
Chief Investment Officer: J. H.
Partner/Wealth Advisor At Octavia Wealth Advisors, Llc: L. S.
Partner Wealth Advisor: J. S.
Partner Wealth Advisor: M. M.

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Octavia Wealth Advisors Employee Directory

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