August Wealth Advisors LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 339322
- Registered since
- November 24, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.41%
- Individuals7.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
August Wealth Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm registered with the SEC in 2025 and focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and, in some cases, via fixed fees. August Wealth Advisors does not position itself as a capital allocator and reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 51 Riverside Ave
- Time zone
- ET (UTC-5)
- Office locations
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