Octavewealth
Octavewealth is an SEC-registered mass-market adviser in San Francisco, CA with $30.0M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Octavewealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170975, SEC 801-79758, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $30.0M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- San Francisco, CA
- Employees
- 2
- Clients
- 8,400
- CRD
- 170975
- Ownership
- Y COMBINATOR LLC; LI, JESSIE, JIE-XIN; MALAM, DHARMESH; SHAH, RIKIN; GRAHAM, PAUL
How much AUM does Octavewealth have?
Octavewealth reported $30.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Octavewealth?
Disclosed owners and executives of Octavewealth include Y COMBINATOR LLC, LI, JESSIE, JIE-XIN, MALAM, DHARMESH, SHAH, RIKIN, GRAHAM, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.