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OCTAVEWEALTH

SAN FRANCISCO, CA · CRD 170975 · IAPD ↗ · octavewealth.com · (855) 962-8283

$30.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — OCTAVEWEALTH reported RAUM up 36% ($22.1M -> $30.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.