Los Angeles, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Octavia Wealth Advisors LLC
Multi-team
Firm-wide stats for Octavia Wealth Advisors LLC
About
Octavia Wealth Advisors is an SEC-registered multi-team advisory firm managing roughly $2.15 billion for a mix of individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. It provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory (including ERISA-related services), and access to trust and custody administration through a partner relationship.
The firm implements customized portfolios through proprietary models that favor low-cost ETFs, mutual funds, and individual securities while also employing alternative investments, structured products, REITs, and oil-and-gas interests when appropriate. Octavia generally pursues a long-term investment stance but may reallocate or trade positions for rebalancing, tax harvesting, liquidity needs, or changing client objectives, and it may deploy independent managers or sub-advisors for portions of client assets.
Noteworthy features include an explicit focus on serving state and municipal clients and offering ERISA 3(38) and plan oversight services for retirement plans, as well as providing trust administrative options via a third-party custodian. The firm operates with institutional custody relationships and platform access that yield operational support, and some advisory personnel also maintain broker‑dealer registration and insurance agency roles, which the firm discloses and manages as potential conflicts of interest.
Based on Octavia Wealth Advisors LLC
Expertise
Based on Octavia Wealth Advisors LLC
Location
12400 Wilshire Blvd, Suite 1440
Los Angeles CA 90025
Advisors at this office
2
Advisors at this office
Anthony H
Series 65
Los Angeles, CA
Octavia Wealth Advisors LLC
Anthony Hanna is a financial advisor at Octavia Wealth Advisors LLC in Los Angeles, CA. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Octavia, he held positions at VYV Grupo Inmobiliario, Corw Holdings Industrial, and Altadena Town & Country Club, and spent five years at Loyola Marymount University. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers customized investment management, financial planning, retirement plan advisory services, and access to trust and custody administration through a partner relationship.
Luis S
CFP®, ChFC®, Series 63, Series 65
Los Angeles, CA
Octavia Wealth Advisors LLC
Luis Strohmeier is a CFP® and ChFC® with 37 years of industry experience. He is currently with Octavia Wealth Advisors LLC in Los Angeles and has held roles at Purshe Kaplan Sterling Investments, Inc. and AXA Advisors, LLC. Outside of his advisory work, he serves as chairman of the board for a family business focused on emerging technology and biological energy research. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and municipal entities. The firm employs customized portfolios using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized retirement plan advisory services.
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