A complete list of active advisors currently associated with August Wealth Advisors LLC
Warmer can help you find a great advisor at August Wealth Advisors LLC or one who fits your needs even better.
August Wealth Advisors provides discretionary wealth management and financial planning to high‑net‑worth individuals, families, trusts, estates, businesses and retirement plans, generally requiring a minimum relationship size of $2,000,000. Services include portfolio construction and ongoing investment management—typically implemented with exchange‑traded funds and individual equities—and financial planning engagements that are often completed within six months. The firm uses a mix of fundamental and technical analysis and applies an internal due‑diligence process to select investments, pursuing primarily long‑term strategies while permitting shorter‑term trades for rebalancing or client cash needs. Portfolios are implemented on an institutional custody platform and monitored continuously, with formal reviews at least annually. Distinctive features for a four‑advisor team include roughly $437 million in discretionary assets across about 319 client relationships, suggesting relatively large average account sizes and a focus on wealthier clients. Leadership brings prior institutional trading and capital‑markets experience, several advisors maintain insurance licenses and may earn commissions on insurance sales, and the firm does not accept proxy‑voting responsibility for client securities.
To learn more about the advisors currently working at August Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westport, CT
| 6
| |
Westport, CT
| 22
| |
Westport, CT
| 19
| |
Westport, CT
| 1
|
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