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| Keyboard |
| August Wealth Advisors LLC
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|---|---|
| CRD # | 339322 |
| SEC # | 801-134820 |
| CIK # | |
| AUM | 436.6 M (2026-06-01) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-985-9477 |
| Address | 51 Riverside Avenue Westport, CT 06880 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 33.1 |
| (b) Individuals (high net worth individuals) | 192 | 403.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 641 | 436.6 |
| By Discretionary | ||
| Discretionary | 641 | 436.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 641 | 436.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 436.6 | |
| Total | 641 | 436.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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AZ | 441.8 M |
|
Bates Financial Advisors Inc
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|
IL | 439.2 M |
|
Spivak Asset Management LLC
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|
CT | 439.1 M |
|
Antman Lester Murray
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438.9 M | |
|
TA Capital Management LLC
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NJ | 438.9 M |
|
Hendley & Co Inc
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|
OH | 438.2 M |
|
Arnold Weitz & Co
✚
|
NE | 438.1 M |
|
Brandon Financial Planning Inc
✚
|
TN | 434.9 M |
|
Greenbridge Partners LLC
✚
|
FL | 433.1 M |
|
Steadmont Advisors LLC
✚
|
AL | 430.7 M |