A
CRD: 149542
August Wealth Group, Inc.
Bristol, ME
2075636475
$48.9M Total AUM
$48.9M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2009
- Office Locations
- 2
Office Locations
-- Bristol ME
-- Phoenix AZ
About August Wealth Group, Inc.
August Wealth Group, Inc. is a Bristol-based RIA with 2 offices. The firm has been operating for 17 years. Managing $48.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$24.4M AVG AUM / ADVISOR
$801.6K AVG AUM / CLIENT
12.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Owner & Executives
W
WILLIAM HOWARD WESTFIELD
Managing Partner
- CRD
- #2170081
- Ownership
- 75% or more
(854) 566-2781
prime.pathway@pathwaycapital.com
in linkedin.com/in/optima-focus
J
JEFFREY LEE STEVENS
Managing Partner
- CRD
- --
- Ownership
- 25% but less than 50%
(235) 326-3977
quantum.wave@unisoncapital.com
in linkedin.com/in/legacy-momentum
Showing 2 of 2 owners & executives
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D
DAVIS HOWARD WESTFIELD
--
- CRD
- #7138179
(864) 547-1275
peak.unison@elementcapital.com
in linkedin.com/in/foundation-summit
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,900,000
Public Funds:
19.0% Municipal Bonds:
13.6% Equity - Exchange:
7.6% Cash:
29.7% Corporate - Investment Grade:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,184,807,844 | 19.0% |
| Municipal Bonds | $848,072,983 | 13.6% |
| Equity - Exchange | $473,923,137 | 7.6% |
| Cash | $1,852,041,735 | 29.7% |
| Corporate - Investment Grade | $1,876,985,057 | 30.1% |
| Total | $6,235,830,756 | 100.0% |