August Wealth Advisors LLC

Overview

August Wealth Advisors LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm is registered with the SEC and completed registration in 2025. Its core clients are individuals and families; primary services are financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and, in some cases, as fixed fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Its practice appears focused on advisory relationships rather than operating or sponsoring third‑party pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices