# Augustus Wealth, LLC

> Augustus Wealth, LLC is a state-registered investment advisory firm in Long Beach, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 317189
- Filed as: AUGUSTUS WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Long Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317189
- AdvisorCensus page: https://advisorcensus.com/firm/augustus-wealth-llc-long-beach-ca-317189

## Quick answers

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

**Where is Augustus Wealth, LLC located?**
Augustus Wealth, LLC's principal office is in Long Beach, CA, according to its Form ADV.

**Is Augustus Wealth, LLC registered with the SEC or a state?**
Augustus Wealth, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317189.

**How much does Augustus Wealth, LLC manage?**
Augustus Wealth, LLC reports $100,220,502 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (99% discretionary).

**What types of clients does Augustus Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (91); high net worth individuals (45).

**Does Augustus Wealth, LLC 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/317189

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $100,220,502
- Discretionary: $99,069,868
- Non-discretionary: $1,150,634

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $25,388,046 |
| High net worth individuals | 45 | $73,297,530 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,150,634 |
| Corporations or other businesses not listed above | Fewer than 5 | $384,292 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- augustuswealth.com
- Facebook facebook.com
- Instagram @augustus.wealth
- LinkedIn @augustus-wealth
- LinkedIn @derek-munchow-cfp®-chfc®-a919881
- LinkedIn @nastasic
- YouTube @augustuswealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Augustus Wealth, LLC (CRD 317189): Form ADV filing data as of October 2026.