August Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,404,369
Clients
85
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
85
Very HighAverage account size
$357,698
About
August Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and other business entities, providing discretionary portfolio management alongside comprehensive financial planning that covers retirement, estate, tax, cash‑flow and education planning. Engagements may be ongoing asset management or limited to hourly or special‑project planning, and the firm also offers educational presentations tailored to client audiences.
The firm uses a blend of fundamental, technical and cyclical analysis to inform security selection and typically manages accounts on a discretionary, long‑term basis while avoiding highly active trading. August Wealth emphasizes a thorough data‑gathering intake and periodic reviews to build personalized plans that emphasize capital preservation and appropriate growth for each client’s objectives.
Notably for a solo independent adviser, the firm accepts institutional clients and explicitly lists charitable organizations and other business entities among its client types, identifying nonprofit work as a core area of focus. The principal holds CFP and CDFA credentials and has experience in nonprofit treasury roles, and the firm states a willingness to work with a broad range of client demographics, including early‑career couples and those approaching retirement, without imposing an account minimum.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General estate planning guidance
Cash flow / budgeting
General tax planning
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Young Families
Approaching retirement
Fee options
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually Over $1,000,000+: 0.75% annually
$150 per hour, or negotiated rate
Main office location
August Wealth Management
66 Pearl Street, Suite 310
Portland ME 04101, United States
Number of offices
1
Most active in
August Wealth Management has reported serving >5 clients in these states in the last 12 months.
Maine · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")