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Building 2AUGUSTUS WEALTH, LLC

Map pinMANHATTAN BEACH, CA
Phone310-321-7889
NotebookSEC #801-123123
Total AUM
$46.3M
Employees
5
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 ROSECRANS AVENUE
BLDG 7, 4TH FLOOR
MANHATTAN BEACH
CA 90266
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
310-321-7889

ReceiptFinancials

Total AUM
$46.3M
Accounts
214
Discretionary
$46.3M
Accounts
214
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$18.1M
HNW Individual Clients
19
AUM
$27.7M
Corporation or Business Clients
1
AUM
$496.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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