A
CRD: 339322
August Wealth Advisors LLC
Westport, CT, 06880
8009859477
$436.6M Total AUM
$436.6M Disc. AUM
-- 3Y CAGR
8 Employees
319 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 1
Office Locations
51 Riverside Avenue First Floor Westport CT
About August Wealth Advisors LLC
August Wealth Advisors LLC is a Westport-based RIA. The firm has been operating for 0 years. Managing $436.6M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
-- AVG AGE
$109.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.4 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Legacy
Client Personas
Catalyst legacy
Investment Themes
Pathway optima
Investment Vehicles
Beacon
Services
Signal foundation Frontier Optima ridge Focus value
Owner & Executives
J
JOSEPH JOHN CARDELLO
PRINCIPAL
- CRD
- #2492387
- Ownership
- 75% or more
(742) 601-7745
bridge.legacy@catalystcapital.com
in linkedin.com/in/foundation-optima
E
ERIKA BERRIO MORRO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(223) 366-5242
pathway.vector@glaciercapital.com
in linkedin.com/in/ridge-delta
Showing 2 of 2 owners & executives
Unlock allContacts
PETER TYLER GRAVE
--
- CRD
- #4717591
(290) 511-7699
optima.beacon@glaciercapital.com
in linkedin.com/in/matrix-crest
HOWARD CHARLES GREENBERG
--
- CRD
- #2082838
(575) 638-7653
summit.vector@elementcapital.com
in linkedin.com/in/vector-fusion
M
Matrix radial
Quantum ridge
- CRD
- #72079
(648) 421-5928
momentum.wave@catalystcapital.com
in linkedin.com/in/summit-glacier
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $436,607,068 | $681,134 |
| Non-Discretionary | $0 | -- |
| Total | $436,607,068 | $681,134 |
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Separately Managed Accounts
Total SMA Asset: $436,607,068
Equity - Exchange:
76.7% Cash:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,848,400,804 | 76.7% |
| Cash | $561,508,979 | 23.3% |
| Total | $2,409,909,783 | 100.0% |