OCTAVIA WEALTH ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
9
Active participants
13,229
Total plan assets
$169.9M
Filings (rows)
9
Direct comp
$172K
Indirect comp
$149K
SERVICES PROVIDED
Advisor / Consultant7
Other2
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY, LLC TOTAL PEP SOLUTIONS | BRENTWOOD, TN | Other SERVICE PROVIDER | 1,610 | $62.4M | $27K |
| SHEAKLEY WORKFORCE MANAGEMENT SERVICES, LLC DBA SHEAKLEY PENSION TOTAL PEP SOLUTIONS | CINCINNATI, OH | Other SERVICE PROVIDER | 964 | $47.8M | $13K |
| MANNA DEVELOPMENT GROUP, LLC MANNA DEVELOPMENT GROUP, LLC 401(K) PLAN | ENCINITAS, CA | Advisor / Consultant ADVISOR | 6,915 | $18.0M | $28K |
| MANNA DEVELOPMENT GROUP, LLC MANNA DEVELOPMENT GROUP, LLC 401(K) PLAN | ENCINITAS, CA | Advisor / Consultant ADVISOR | 2,295 | $14.6M | $9K |
| ELEVATION ENTERTAINMENT GROUP CAL CARDROOM EMPLOYEE BENEFIT PLAN | LA JOLLA, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 587 | $11.5M | $25K |
| ELEVATION ENTERTAINMENT GROUP CAL CARDROOM EMPLOYEE BENEFIT PLAN | LA JOLLA, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 587 | $8.8M | $20K |
| INDIAN RIDGE COUNTRY CLUB, INC INDIAN RIDGE COUNTRY CLUB 401(K) PLAN | PALM DESERT, CA | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 150 | $4.5M | $12K |
| FLUX POWER, INC. FLUX POWER, INC. 401(K) PLAN | VISTA, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 121 | $2.2M | $9K |
| ELEVATION ENTERTAINMENT GROUP CAL CARDROOM EMPLOYEE BENEFIT PLAN | LA JOLLA, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 0 | $0 | $31K |