1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AUGUST WEALTH ADVISORS LLC

Map pinWESTPORT, CT
Phone(800) 985-9477
NotebookSEC #801-134820
Total AUM
$436.6M
Employees
8
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 RIVERSIDE AVENUE
FIRST FLOOR
WESTPORT
CT 06880
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(800) 985-9477

ReceiptFinancials

Total AUM
$436.6M
Accounts
641
Discretionary
$436.6M
Accounts
641
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
127
AUM
$33.1M
HNW Individual Clients
192
AUM
$403.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account