AUGUST WEALTH ADVISORS LLC

AUGUST WEALTH ADVISORS LLC of WESTPORT, CT is an SEC-registered investment adviser (CRD 339322). Regulatory assets under management: $436.6M.

Registration

• CRD: 339322
• SEC file number: 801-134820
• Type: Registered investment adviser
• Location: 51 RIVERSIDE AVENUE, FIRST FLOOR, WESTPORT, CT, 06880
• Phone: (800) 985-9477
• Latest filing: 2026-07-06
• Regulatory AUM: $436.6M
• Discretionary AUM: $436.6M
• Clients: 8
• Accounts: 641

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339322 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search