Octavewealth

Overview

Octavewealth is an independent registered investment adviser organized as a corporation and SEC-registered since 2014. Its client focus is individuals and families, with advisory work that includes portfolio management for individuals and small businesses; its filings also list pension consulting services. The firm bills clients on a percentage-of-AUM and fixed-fee basis. Octavewealth does not identify as an active ESG investor, is not multi-state, and is not described as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives