$30.4M Total AUM
$30.4M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Pioneer elementWave focus +more
- Established Date
- 03-04-2011
- Office Locations
- 1
Office Locations
66 Pearl Street, Suite 310 Portland ME
About August Wealth Management
August Wealth Management is a Portland, Maine advisory founded in 2011, providing fiduciary, CFP-led financial planning and investment management for individuals and families in Maine. The firm delivers customized plans, goal-based portfolio construction, and life-event strategies, often implemented with ETFs and mutual funds. Primary custodian includes Charles Schwab.
Team overview
47 AVG AGE
$30.4M AVG AUM / ADVISOR
$357.7K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Beacon Catalyst vertex
Custodian
Atlas zenith Alpha element Signal
Investment Themes
North Fusion crest Vital summit Catalyst
Investment Vehicles
Fusion oak
Services
Value Atlas Beacon value Beacon Vertex value Capital Element Fusion matrix Unison matrix
Technology
Prime vertex Timber Harbor ember
Owner & Executives
SCOTT EVERETT WHYTOCK
Certified Financial Planner, PRINCIPAL
- CRD
- #3072522
- Ownership
- 75% or more
(667) 745-5455
unison.fusion@matrixcapital.com
in linkedin.com/in/meridian-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,404,369 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,404,369 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,404,369
Public Funds:
41.8% Equity - Exchange:
16.1% Cash:
25.2% Other:
16.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,493,343,299 | 41.8% |
| Equity - Exchange | $960,354,715 | 16.1% |
| Cash | $1,503,163,902 | 25.2% |
| Other | $1,008,074,205 | 16.9% |
| Total | $5,964,936,121 | 100.0% |