August Wealth Advisors LLC
August Wealth Advisors LLC is an SEC-registered wealth manager in Westport, CT with $436.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns August Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339322, SEC 801-134820, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $436.6M (2026-06-01)
- Firm type
- Wealth Manager
- Location
- Westport, CT
- Employees
- 8
- Clients
- 319
- CRD
- 339322
- Ownership
- MORRO, ERIKA, BERRIO; CARDELLO, JOSEPH, JOHN
How much AUM does August Wealth Advisors LLC have?
August Wealth Advisors LLC reported $436.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns August Wealth Advisors LLC?
Disclosed owners and executives of August Wealth Advisors LLC include MORRO, ERIKA, BERRIO, CARDELLO, JOSEPH, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.