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Kurt Volker

Octavia Wealth Advisors LLC

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About Kurt Volker

Kurt Volker is an investment advisor representative for Octavia Wealth Advisors LLC, working out of the San Diego, California office. Kurt has been in the financial services industry since January 31, 2016. Kurt is also a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Kurt is registered to provide investment advisory services in California and Massachusetts.

Firm Information

Kurt Volker is currently registered with Octavia Wealth Advisors LLC. Octavia Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm with over $1.79 billion in regulatory assets under management. They offer a variety of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
Octavia Wealth Advisors LLC

9999 CARVER ROAD

CINCINNATI, OH 45242

$1.79B

Assets Under Management

1

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kurt Volker’s Registration & Firm History

CA

06/12/2020 - Present

Octavia Wealth Advisors LLC (San Diego CA)

CA

11/20/2018 - 07/07/2020

EQUITABLE ADVISORS, LLC (SAN DIEGO CA)

CA

12/09/2015 - 09/26/2018

MORGAN STANLEY (LA JOLLA CA)

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Licenses & Designations

BOTH

Issued 01/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt Volker.
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