Joshua Nathan Aldus
Investment Adviser Representative at Octavia Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Nathan Aldus is an investment adviser representative with Octavia Wealth Advisors LLC in San Diego, CA, where they have been registered since 2020. They have worked in the securities industry since 2017 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
5 states and territories
California, Nevada, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- 24 HOUR FitnessMay 2012 – Sep 2018San Diego, CA
- AXA Advisors, LLCMar 2017 – Jun 2020New York, NY
- Octavia Wealth Advisors, LLCJun 2020 – no end date reportedSan Diego, CA
- Octavia RISK Management, LLCJun 2020 – no end date reportedSan Diego, CA
- Purshe Kaplan Sterling Investments, Inc.Jun 2020 – no end date reportedSan Diego, CA
- Sandman AdventuresMar 2022 – Jan 2024San Diego, CA
- University California SAN DiegoSep 2014 – Nov 2016San Diego, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Octavia Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 32
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-118078
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 2, 2026
View full firm profileOther advisors at Octavia Wealth Advisors LLC
Showing 12 of 32 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Nathan Aldus has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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