Nicholas Daniel Wheeler
Investment adviser representative at Octavia Wealth Advisors LLC
20 yearsExperience
1 stateRegistered in
$2.2BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Octavia Wealth Advisors, LLCJun 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Jun 2020 to now
- Fifth Third SecuritiesNov 2006 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
Octavia Wealth Advisors LLC
$2.2BAssets managed
3,803Clients
33Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5318587
- Firm CRD
- 306909