August Wealth Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 149542
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals51.53%
- HNWI45.81%
- Charitable Organizations2.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
August Wealth Group, Inc. is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component and the option for hourly charges. The firm does not present itself as a capital allocator, is not positioned as an ESG-focused investor, and the filing indicates no pension consultant or related-adviser status. An industry affiliation with an insurance company is noted.
Assets & Accounts
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
- Public Funds/Mutual Funds91%
- State & Local Bonds4%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3Jeffrey Stevens
Managing PartnerCRD 5642467
William Westfield
Managing PartnerCRD 2170081
Davis Westfield
Financial PlannerCRD 7138179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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