$2.2B Total AUM
$1.8B Disc. AUM
21.3% 3Y CAGR
45 Employees
3,805 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Insight vertex
- Established Date
- 02-18-2020
- Office Locations
- 9
Office Locations
12400 Wilshire Blvd Suite 1440 LOS Angeles CA
2305 Historic Decatur Rd. Ste. 100 SAN Diego CA
3390 Mary Street Miami FL
About Octavia Wealth Advisors LLC
Octavia Wealth Advisors is a fiduciary wealth management and financial planning firm serving individuals across income and net-worth levels through an integrated, team-based approach. The firm supports major life transitions (retirement, divorce, business sale, inheritance, career changes, chronic illness) and builds portfolios primarily using ETFs and public funds. Offers service in English and Español.
Team overview
41 AVG AGE
$69.5M AVG AUM / ADVISOR
$566.0K AVG AUM / CLIENT
4.8 yrs AVG TENURE
45 Employees
31 Advisory Reps
31 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Optima Radial Unison
Client Personas
Oak harbor Beacon pathway
Custodian
Momentum Bridge Ember North unison Atlas harbor Fusion timber
Investment Themes
Optima value Legacy
Investment Vehicles
Ember glacier Insight
Platform
Crest
Services
Crest timber Catalyst Alpha quantum Crest Matrix Legacy Vector meridian Unison foundation
Technology
Foundation
Owner & Executives
J
JOSEPH JUDE HOEFER
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
(607) 746-4220
frontier.bridge@catalystcapital.com
in linkedin.com/in/north-pathway
MAXIM IAN MEYERS
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #1762797
- Ownership
- Less than 5%
(945) 451-4775
focus.zenith@oakcapital.com
in linkedin.com/in/alpha-focus
H
Horizon focus
Atlas pathway pathway
- CRD
- #36568
- Ownership
- 43.5%
(767) 785-4240
element.unison@primecapital.com
in linkedin.com/in/meridian-momentum
Showing 2 of 3 owners & executives
Unlock allContacts
Joshua Nathan Aldus
--
- CRD
- #6615466
(473) 938-3158
horizon.bridge@alphacapital.com
in linkedin.com/in/peak-delta
CHRISTOPHER MARIO BERTORELLI
--
- CRD
- #2386832
(827) 612-9098
horizon.eagle@pioneercapital.com
in linkedin.com/in/vertex-delta
P
Prime vital
Peak glacier
- CRD
- #98153
(553) 798-3085
ember.signal@elementcapital.com
in linkedin.com/in/matrix-catalyst
Showing 2 of 33 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,764,190,713 | $285,422 |
| Non-Discretionary | $389,289,966 | $634,023 |
| Total | $2,153,480,679 | $316,921 |
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Separately Managed Accounts
Total SMA Asset: $2,153,480,679
Equity - Exchange:
11.1% Public Funds:
5.5% Corporate - Investment Grade:
9.6% Cash:
22.3% Municipal Bonds:
20.7% Sovereign Bonds:
22.6% U.S. Government/Agency:
8.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $406,763,809 | 11.1% |
| Public Funds | $201,549,635 | 5.5% |
| Corporate - Investment Grade | $351,795,727 | 9.6% |
| Cash | $817,192,157 | 22.3% |
| Municipal Bonds | $758,559,536 | 20.7% |
| Sovereign Bonds | $828,185,773 | 22.6% |
| U.S. Government/Agency | $300,492,182 | 8.2% |
| Total | $3,664,538,819 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE BEACON OPTIMA | FOCUS INSIGHT | LHLBM8FNV | WIVR | 6.03% | $63,873,124 |
| RADIAL RIDGE | INSIGHT HARBOR | 1MBX9IK8B | OURG | 0.97% | $32,896,246 |
| NORTH PEAK GLACIER | PRIME LEGACY | 66X6975JH | EWN | 3.40% | $97,379,782 |
| EAGLE VECTOR FOUNDATION | NORTH FOCUS | TVTLH1OHP | RZX | 1.60% | $99,040,531 |
| CAPITAL INSIGHT | WAVE MOMENTUM | 9KYHY7EEU | QNEY | 0.63% | $33,702,031 |
| HARBOR CREST | HARBOR ALPHA | XFWBM1U5N | JACI | 6.32% | $38,403,456 |
| QUANTUM PEAK CAPITAL | FOCUS RADIAL | DOBBB5VLJ | HPP | 1.38% | $107,898,244 |
| MOMENTUM FOCUS | UNISON EAGLE | 6OGICRI14 | MULTZ | 12.06% | $65,644,682 |