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Octavia Wealth Advisors Employee Directory

Financial ServicesOhio, United States11-50 Employees

Octavia Wealth Advisors has about 45 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (98%) and Switzerland (2%). Banking and Finance make up over half of the profiles with a known department. Octavia Wealth Advisors's workforce spans 5 departments. Octavia Wealth Advisors's workforce fell 2% between July 2025 and July 2026.

Find Octavia Wealth Advisors employees' phone numbers or email addresses

Octavia Wealth Advisors Global Highlights

Location
Employees

North America
62

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  • United States Of America
    62

Europe
1

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  • Switzerland
    1

North America accounts for 98% of Octavia Wealth Advisors's workforce, followed by Europe (2%).

Octavia Wealth Advisors's Leadership

  • Chief Financial Officer at Octavia Wealth Advisors
    C. W.
    Chief Financial Officer
    Mobile Phone
  • Partner And Wealth Advisor at Octavia Wealth Advisors
    M. I.
    Partner And Wealth Advisor
    Mobile Phone
  • Office Manager at Octavia Wealth Advisors
    T. G.
    Office Manager
    Mobile Phone
  • Marketing Associate at Octavia Wealth Advisors
    A. S.
    Marketing Associate
    Mobile Phone
  • Wealth Advisor at Octavia Wealth Advisors
    C. B.
    Wealth Advisor
    Mobile Phone
  • Partner Wealth Advisor at Octavia Wealth Advisors
    J. S.
    Partner Wealth Advisor
    Mobile Phone
  • Client Service Associate at Octavia Wealth Advisors
    K. F.
    Client Service Associate
    Mobile Phone
  • Wealth Advisor at Octavia Wealth Advisors
    K. S.
    Wealth Advisor
    Mobile Phone

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
  • Support

Banking is the largest department at 86% of profiles with a known department, up from 0% in July 2025, followed by Finance (5%, up from 0%) and Human Resources (5%, down from 14%).

Contact profiles from Octavia Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Chief Financial Officer at Octavia Wealth Advisors
    C. W.
    Chief Financial Officer
    Mobile Phone
    Oct 16, 2024
  • Partner And Wealth Advisor at Octavia Wealth Advisors
    M. I.
    Partner And Wealth Advisor
    Mobile Phone
    Jun 27, 2025
  • Office Manager at Octavia Wealth Advisors
    T. G.
    Office Manager
    Mobile Phone
    Oct 21, 2024
  • Marketing Associate at Octavia Wealth Advisors
    A. S.
    Marketing Associate
    Mobile Phone
    Jun 30, 2026
  • Wealth Advisor at Octavia Wealth Advisors
    C. B.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Partner Wealth Advisor at Octavia Wealth Advisors
    J. S.
    Partner Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Client Service Associate at Octavia Wealth Advisors
    K. F.
    Client Service Associate
    Mobile Phone
    Oct 21, 2024
  • Wealth Advisor at Octavia Wealth Advisors
    K. S.
    Wealth Advisor
    Mobile Phone
    Oct 22, 2024
  • Wealth Advisor at Octavia Wealth Advisors
    M. L.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Insurance Agent at Octavia Wealth Advisors
    M. R.
    Insurance Agent
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What are the largest departments at Octavia Wealth Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 86% of profiles with a known department, up from 0% in July 2025, followed by Finance (5%, up from 0%) and Human Resources (5%, down from 14%). Octavia Wealth Advisors's workforce spans 5 departments.

Where are Octavia Wealth Advisors's employees located?

Minus sign iconPlus sign iconOctavia Wealth Advisors has about 45 employees across 2 continents, most of them in North America. North America accounts for 98% of Octavia Wealth Advisors's workforce, followed by Europe (2%). By country, the largest groups are United States Of America (98%) and Switzerland (2%).

How has Octavia Wealth Advisors's workforce changed over the past year?

Minus sign iconPlus sign iconOctavia Wealth Advisors's workforce fell 2% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 86%.

How many employees does Octavia Wealth Advisors have currently?

Minus sign iconPlus sign iconOctavia Wealth Advisors has approximately 45 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

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

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

  • Chief Financial Officer: C. W.
  • Partner And Wealth Advisor: M. I.
  • Office Manager: T. G.
  • Marketing Associate: A. S.
  • Wealth Advisor: C. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconOctavia Wealth Advisors employees' email format typically follows the pattern of FLast@octaviawa.com. Trying to find reliable and up-to-date employee contact data? Find more Octavia Wealth Advisors email formats with LeadIQ.

What is Octavia Wealth Advisors known for?

Minus sign iconPlus sign iconOctavia Wealth Advisors operates in the Financial Services industry. Explore Octavia Wealth Advisors's company overview page for more information.

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