August Wealth Advisors LLC
● SEC registered since 2025CRD 339322SEC# 801-134820Westport, CT
Reg. AUM
$436.6M
Employees
8
Accounts
641
Location
Westport, CT
August Wealth Advisors LLC assets under management
August Wealth Advisors LLC operates as an SEC-registered investment adviser based in Westport, CT. The firm has been registered since 2025. It reports $436.6 million in regulatory assets under management and employs 8 people.
August Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erika Berrio Morro Control | Chief Compliance Officer | Under 5% | 2025 |
| Joseph John Cardello Control | Principal | Over 75% | 2025 |
Frequently asked questions
How much does August Wealth Advisors LLC manage?
August Wealth Advisors LLC reports $436.6 million in regulatory assets under management on its Form ADV.
How many employees does August Wealth Advisors LLC have?
August Wealth Advisors LLC reports 8 employees.
Where is August Wealth Advisors LLC located?
August Wealth Advisors LLC is based in Westport, CT and has been SEC-registered since 2025.
Does August Wealth Advisors LLC disclose fund performance?
August Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51 Riverside Avenue, First Floor, Westport, CT 06880 |
| Phone | (800) 985-9477 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$436.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$436.6Mregulatory AUM
Discretionary $436.6M