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Srdjan N

Series 65

Long Beach, CA

Augustus Wealth, LLC

Srdjan Nastasic is a financial advisor at Augustus Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial and Telenor. Augustus Wealth provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and small businesses. The firm uses a combination of fundamental, technical, quantitative, and sector analysis to create tailored asset-allocation strategies and employs both long- and short-term trading approaches, including borrowing and option strategies within separately managed accounts.

Equity Recipients (RS/RSU, SOP, ESPP) Active portfolio management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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Derek M

CFP®, ChFC®, Series 66

Long Beach, CA

Augustus Wealth, LLC

Derek Munchow is a CFP® and ChFC® with 23 years of experience in financial advisory. He has worked at Augustus Wealth, LLC since 2022 and previously spent 20 years at Ameriprise Financial Services, Inc. in Long Beach, CA. Augustus Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis with multiple asset-allocation approaches, and offers specialty planning services including RSU and stock option analysis and cost segregation studies.

Equity Recipients (RS/RSU, SOP, ESPP) Active portfolio management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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