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AUGUST WEALTH ADVISORS LLC
CRD 339322 · SEC 801-134820
51 RIVERSIDE AVENUE, FIRST FLOOR, WESTPORT, CT, 06880, United States
Phone
(800) 985-9477
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$436.6M
Discretionary AUM
$436.6M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $33.1M |
| High net worth individuals | 192 | $403.5M |
States served
CT
All web addresses on file
Official SEC filing: View on IAPD