SourcingSourcing

QUILLU INC

C39
CRD 170975·SEC 801-79758·SAN FRANCISCO, CA
AUM
$30.0M
$25M-$100M
Est. Revenue
$300K
@ 1% on AUM
Est. EBITDA
$90K
@ 30% margin
Est. Deal Value
$720K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUILLU INC
CRD
170975
SEC file #
801-79758
EIN
—
DBA names
Octavewealth

Economics

AUM
$30.0M
AUM band
$25M-$100M
AUM trajectory
'20'26
$11.8M → $30.0M▲ +155%
Client mix
Individuals Other8,400

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
octavewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MALAM, DHARMESH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MALAM, DHARMESH
SHAH, RIKIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OCTAVEWEALTH.COM
Rdap Domain Creation Date
2014-04-30T06:39:46Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-04-30T06:39:46Z
Rdap Domain Last Changed
2024-05-03T19:50:14Z
Rdap Nameservers
Gordon.ns.cloudflare.comRobin.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6328215
Trust Company Affiliate
No

People (3)

3
SHAH, RIKIN
IAR · Direct Owner · 62.5%
6328214
MALAM, DHARMESH
Direct Owner · 62.5%
6328215
LI, JESSIE, JIE-XIN
IAR · Direct Owner · 7.5%
5041663