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- Custodian
- Matrix Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-27-2014
- Office Locations
- 1
Office Locations
About Octavewealth
OctaveWealth provides a full-service, professionally managed 401(k) for employers, combining automated administration and 360 payroll integration with 3(16) and 3(38) fiduciary coverage (including Form 5500). Employees get personalized retirement planning tools and annual live education sessions. Portfolios use diversified, low-cost index funds, and OctaveWealth does not engage in fund revenue sharing; assets are held with a third-party qualified custodian (Matrix Trust).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
DHARMESH MALAM
--
- CRD
- --
- Ownership
- 50% but less than 75%
RIKIN SHAH
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6328214
- Ownership
- 50% but less than 75%
Focus insight
Fusion matrix
- CRD
- #89750
- Ownership
- 20.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,003,871 | $3,572 |
| Non-Discretionary | $0 | -- |
| Total | $30,003,871 | $3,572 |
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Separately Managed Accounts
Total SMA Asset: $30,003,871
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,461,340,559 | 100.0% |
| Total | $2,461,340,559 | 100.0% |