Overview
Assets Under Management: $437 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 192
Average Client Assets: $2.1 million
Frequently Asked Questions
AUGUST WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #339322), AUGUST WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
AUGUST WEALTH ADVISORS LLC is headquartered in WESTPORT, CT.
AUGUST WEALTH ADVISORS LLC serves 192 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, AUGUST WEALTH ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
AUGUST WEALTH ADVISORS LLC manages $437 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, AUGUST WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.41%
Average Client Assets: $2.1 million
Total Client Accounts: 641
Discretionary Accounts: 641
Regulatory Filings
CRD Number: 339322
Filing ID: 2088523
Last Filing Date: 2026-04-07 13:01:14