AUGUST WEALTH ADVISORS LLC

Overview

August Wealth Advisors LLC is an independent RIA organized as an LLC and registered with the SEC in 2025. The firm is individually owned and serves primarily individual and family clients, with its advisory work centered on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside fixed-fee options. August Wealth Advisors does not identify as an active ESG investor, is not structured as a capital allocator, and reports operating in a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices