Augustus Wealth, LLC
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About
Augustus Wealth provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, retirement plans, and small businesses. Its offerings include comprehensive financial planning and consulting, discretionary portfolio management, and retirement plan consulting for plan sponsors and participants.
The firm combines fundamental, technical, quantitative, and sector analysis to build tailored asset-allocation strategies and employs both long- and short-term trading, tactical and core-satellite approaches, and ongoing portfolio monitoring. The brochure discloses that Augustus uses borrowing (margin) and option strategies within separately managed accounts and bills advisory fees on margin positions, practices that are uncommon among peers and which the firm notes increase both potential risk and return.
A distinctive operational feature is management of “held-away” accounts (401(k)s, HSAs, and similar assets) using a third‑party order management tool (Pontera) to implement tax-efficient asset location and opportunistic rebalancing, with the firm covering Pontera’s 0.25% fee. The firm also offers services often sought by corporate clients—such as RSU and stock option analysis, cost segregation and corporate-structure advice—and provides ERISA‑aware retirement plan consulting, features that stand out for a smaller advisory practice.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50%
Comprehensive Financial Planning & Consulting: annual recurring fees up to $10,000.
Account minimum: $250,000 Fee-only: Comprehensive Financial Planning & Consulting: flat or recurring/subscription fees up to $10,000; retainer 25% at signing, remainder billed after plan delivery.
Main office
3780 Kilroy Airport Way, Suite 200
Long Beach CA 90806
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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