August Wealth Advisors LLC: new SEC registration, $437M AUM, Westport, CT
August Wealth Advisors LLC (Westport, Connecticut): new SEC registration, $437M AUM, Westport, CT. Its amount of 437 is above the median of 134 (85th percentile). Dated 345 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 437 · 85th percentile of 1,149 NewRiaPulse records · 3.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 31 related CT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | August Wealth Advisors LLC |
| Legal name | August Wealth Advisors LLC |
| CRD | 339322 |
| Status | Approved |
| Registered with the SEC | 2025-11-24 |
| Latest Form ADV filing | 2026-09-30 |
| Location | Westport, CT, United States |
| Regulatory AUM | $436,607,068 |
| Accounts | 641 |
| Employees | 8 |
| Website | https://www.augustwealthadvisors.com |
| amount percentile | 85th of 1,149 (median 134, 3.3x median) |
| Peer records CSV (32 CT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-24
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CT first): Point 41 Capital Partners, L.P. · N10° Wealth · Tourmalet Advisors, LP · Fundsmith Partners Us LLC · Silver Point Private Credit Fund Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: August Wealth Advisors LLC and 32 Connecticut peers
- Connecticut NewRiaPulse records like this one: 32
- August Wealth Advisors LLC's amount: 85th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Connecticut peer: $6,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $437M under management.
- Website on file.
What is the NewRiaPulse record for August Wealth Advisors LLC in Westport, Connecticut?
August Wealth Advisors LLC received SEC registration as an investment adviser (2025-11-24) with $436,607,068 in regulatory assets under management, based in Westport, CT.
How does August Wealth Advisors LLC compare to other Connecticut NewRiaPulse records?
Its amount of 437 sits in the upper half (85th percentile) of 1,149 records; the median is 134. It is 345 days old; check the official source for later updates before acting.
August Wealth Advisors LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| August Wealth Advisors LLC | Westport, CT | 437 | 85th | 2025-11-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Connecticut NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.