# August Wealth Management

> August Wealth Management is a state-registered investment advisory firm in Portland, ME, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 155739
- Filed as: AUGUST WEALTH MANAGEMENT
- Legal name: August Wealth Management, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, ME
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155739
- AdvisorCensus page: https://advisorcensus.com/firm/august-wealth-management-portland-me-155739

## Quick answers

**How is August Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), August Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is August Wealth Management located?**
August Wealth Management's principal office is in Portland, ME, according to its Form ADV.

**Is August Wealth Management registered with the SEC or a state?**
August Wealth Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155739.

**How much does August Wealth Management manage?**
August Wealth Management reports $30,404,369 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does August Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85).

**Does August Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155739

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $30,404,369
- Discretionary: $30,404,369
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $22,028,373 |
| High net worth individuals | Fewer than 5 | $8,375,996 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- augustwealthmanagement.com
- scottwhytock.com
- Facebook @augustwealthmanagement
- LinkedIn @august-wealth-management-llc
- LinkedIn @scottwhytockcfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. August Wealth Management (CRD 155739): Form ADV filing data as of October 2026.