August Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westport, CT. Its latest Form ADV filing, dated April 7, 2026, reports $437M in regulatory assets under management, 8 employees, and 641 accounts.
Assets Under Management
$437M
Employees
8
Offices
--
Total Clients
319
Primary office
WESTPORT, CT
51 RIVERSIDE AVENUE, FIRST FLOOR, WESTPORT, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.2% of total clients.
Top client categories% of clientsClients
1
HNWI
60.2%
192
2
Individuals
39.8%
127
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$437Mas of April 7, 2026
Discretionary100.0%
$437M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$437M
Total Accounts641
10Y AUM Change+$437M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.