Octavia Wealth Advisors Company Profile, Contacts & Intelligence

Financial ServicesUnited States45 employees
3 contacts with email or phone data3 with email data3 with phone data
View verified contacts Compare competitors
Employees
45
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 3 visible contacts
Departments
5
Mapped contact coverage

Octavia Wealth Advisors Overview

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.

Headquarters
United States
Website
octaviawa.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Wealth Management Investment Management Tax Planning Retirement Planning Insurance Planning Business Planning Estate Planning Financial Planning

Octavia Wealth Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 3 with phone data in the visible sample.
5 departments represented
Visible contacts with email or phone data are mapped to these departments.
10 company-domain emails
Visible contacts using Octavia Wealth Advisors's company email domain.
General
6
Sales
5
Finance
2
Executive
1
Marketing
1

Octavia Wealth Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Chuck Korger, Cfp®
Financial Coach and Wealth Advisor
EP
M
Mark Bodnar
EP
G
Glynnis Reinhart
Wealth Advisor at Octavia Wealth
EP

Octavia Wealth Advisors Workforce Composition

Seniority breakdown across 21 visible profiles.

Individual contributor
12
Associate / junior
5
Senior / Lead
2
Executive
1
Director
1

Compare Similar Companies to Octavia Wealth Advisors

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
JPMorganChase Financial Services 213.06K View company
Fifth Third Bank Financial Services 24.12K View company
Andersen Financial Services 3.44K View company
Crow Holdings Real Estate 326 View company
AMEND Consulting Business Consulting And Services 119 View company
VyV Grupo Inmobiliario Construction 92 View company
Longs Peak Advisory Services, LLC Investment Management 14 View company
Benchmark Wealth Management Financial Services 13 View company
Clarendon Private Investment Management 9 View company
Brown Financial Advisors Financial Services 5 View company