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Michael Wyatt Ingram

Octavia Wealth Advisors LLC

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About Michael Wyatt Ingram

Michael Ingram is an investment advisor representative with Octavia Wealth Advisors LLC, working from the San Diego branch office. Michael has been in the industry since 2004, previously working with Equitable Advisors, LLC. Michael specializes in working with individuals, businesses, pension and profit-sharing plans. Michael also provides insurance services through Octavia Risk Management LLC.

Firm Information

Michael Ingram 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

26

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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Michael Ingram’s Registration & Firm History

CA

06/12/2020 - Present

Octavia Wealth Advisors LLC (San Diego CA)

CA

10/05/2004 - 07/08/2020

EQUITABLE ADVISORS, LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 12/28/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Wyatt Ingram.
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