Octavia Wealth Advisors Revenue
Financial Services • 
Blue Ash, Ohio, United States • 21-50 Employees
Octavia Wealth Advisors revenue & valuation
| Annual revenue | $3,678,865 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,800,000 |
| Total funding | No funding |
Key Contact at Octavia Wealth Advisors
Marcia Lusnak
Human Resources Director
Company overview
| Headquarters | 9999 Carver Road, Suite 130, Cincinnati, Ohio 45242, US |
| Phone number | +15137627701 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Insurance Planning, Wealth Management, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Investment Management |
| Employees | 21-50 |
| Socials |
Octavia Wealth Advisors Email Formats
Octavia Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@octaviawa.com), used 87% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@octaviawa.com | 87% |
{last name}{last name} | doedoe@octaviawa.com | 10.9% |
{first name}{last name} | johndoe@octaviawa.com | 2.2% |
About Octavia Wealth Advisors
Octavia helps provide 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 help 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Octavia Wealth Advisors has 29 employees across 4 departments.
Departments
Number of employees
Funding Data
Octavia Wealth Advisors has never raised funding before.
Octavia Wealth Advisors Tech Stack
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