AUGUSTUS WEALTH, LLC

Overview

Augustus Wealth, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. The firm operates primarily on a fee basis (percentage of AUM, fixed fees and other fee arrangements) and runs discretionary programs for the vast majority of client assets. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm leans on pooled public funds and mutual funds for core exposure while supplementing client portfolios with third‑party alternative managers when appropriate. Augustus Wealth is not positioned as a capital allocator; instead it uses external fund managers for alternatives and relies on custodial relationships to execute and hold client assets. The adviser does not list ESG as an active investor focus. Given its client base and service set, the firm appears oriented toward tailored wealth management for households and closely held business clients rather than large institutional mandates.

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