AUGUST WEALTH GROUP, INC.

AUGUST WEALTH GROUP, INC. is an SEC-registered investment adviser (CRD 149542). Regulatory assets under management: $48.9M.

Registration

• CRD: 149542
• Type: Registered investment adviser
• Phone: 207-563-6475
• Latest filing: 2026-02-23
• Regulatory AUM: $48.9M
• Discretionary AUM: $48.9M
• Clients: 2
• Accounts: 210

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149542 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search