The August Wealth Management Group

RIAState Registered

Total AUM

$24.2M

Discretionary

$6.4M

26% of AUM

Avg account

$150K

Accounts

161

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 314683
Custodians: RELIANCE TRUST COMPANY, CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans73.56%
HNWI24.11%
Corporations / Businesses1.27%
Individuals1.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The August Wealth Management Group is an independent, Florida-registered limited liability company that advises both individual/family and institutional clients. Ownership is held by an individual principal and the firm offers a mix of financial planning and portfolio management services across retail and small-business/institutional relationships. Advisory offerings explicitly include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting support, and educational seminars or workshops. Its fee model combines asset-based fees with hourly and fixed-fee arrangements, enabling flexibility for different client engagements. The firm does not identify as an active ESG investor.