# August Wealth Advisors LLC

> August Wealth Advisors LLC is an SEC-registered investment advisory firm in Westport, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 339322
- Filed as: AUGUST WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westport, CT
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339322
- AdvisorCensus page: https://advisorcensus.com/firm/august-wealth-advisors-llc-westport-ct-339322

## Quick answers

**How is August Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), August Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does August Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated July 6, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is August Wealth Advisors LLC located?**
August Wealth Advisors LLC's principal office is in Westport, CT, according to its Form ADV.

**Is August Wealth Advisors LLC registered with the SEC or a state?**
August Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339322.

**How much does August Wealth Advisors LLC manage?**
August Wealth Advisors LLC reports $436,607,068 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does August Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (192); individuals (other than high net worth individuals) (127).

**Which custodians does August Wealth Advisors LLC use?**
August Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does August Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339322

**Does August Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 6, 2026 says: "AWA requires a minimum relationship size of $2,000,000, which may be reduced at the discretion of the Advisor."

**What changed in August Wealth Advisors LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in LA, MA, NH, NJ, NY, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 6, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Wealth management fees are typically offered at an annual rate of up to 1.50% annually. Fees are based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> AWA requires a minimum relationship size of $2,000,000, which may be reduced at the discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $436,607,068
- Discretionary: $436,607,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $33,147,775 |
| High net worth individuals | 192 | $403,459,293 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, LA, MA, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- augustwealthadvisors.com
- Facebook @AugustWealthAdvisors
- LinkedIn @august-wealth-advisors
- X @AWAdvisors

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in LA, MA, NH, NJ, NY, TX.

### April 2026
- Regulatory assets under management went from $0 to $436,607,068.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. August Wealth Advisors LLC (CRD 339322): Form ADV filing data as of October 2026.