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Erika Berrio Morro

Chief Compliance OfficerAugust Wealth Advisors LLCCRD 6688606

About Erika Berrio Morro

Erika Berrio Morro is listed as Chief Compliance Officer at August Wealth Advisors LLC in Westport, CT. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of August Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Erika Berrio Morro work?

Erika Berrio Morro is listed as Chief Compliance Officer at August Wealth Advisors LLC on SEC Form ADV.

How much of August Wealth Advisors LLC does Erika Berrio Morro own?

Form ADV reports a beneficial ownership band of Under 5%.

August Wealth Advisors LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025