# The August Wealth Management Group

> The August Wealth Management Group is a state-registered investment advisory firm in New York, NY, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 27, 2026.

- CRD: 314683
- Filed as: THE AUGUST WEALTH MANAGEMENT GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314683
- AdvisorCensus page: https://advisorcensus.com/firm/the-august-wealth-management-group-new-york-ny-314683

## Quick answers

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

**Where is The August Wealth Management Group located?**
The August Wealth Management Group's principal office is in New York, NY, according to its Form ADV.

**Is The August Wealth Management Group registered with the SEC or a state?**
The August Wealth Management Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 314683.

**How much does The August Wealth Management Group manage?**
The August Wealth Management Group reports $24,211,267 in regulatory assets under management in its Form ADV filing dated September 27, 2026 (26% discretionary).

**What types of clients does The August Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (102); individuals (other than high net worth individuals) (25); corporations or other businesses not listed above (21).

**Does The August Wealth Management Group 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/314683

**What changed in The August Wealth Management Group's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $24,211,267.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,211,267
- Discretionary: $6,368,506
- Non-discretionary: $17,842,761

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $254,851 |
| High net worth individuals | 102 | $5,838,003 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $17,810,387 |
| Corporations or other businesses not listed above | 21 | $308,026 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- augustwmg.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $24,211,267.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The August Wealth Management Group (CRD 314683): Form ADV filing data as of October 2026.