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 registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year listed as 2025) and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is a combination of AUM-based fees and fixed fees. The firm does not act as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1Erika Morro
Chief Operating OfficerCRD 6688606
Contacts
3 of 4
Peter Grave
Director, Wealth AdvisorCRD 4717591
Joseph Cardello
PrincipalCRD 2492387
Conor Keenan
Associate Wealth AdvisorCRD 8014282
Wealth 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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