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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-02-2022
- Office Locations
- 1
Office Locations
About Augustus Wealth, LLC
Augustus Wealth is a commission-free, fiduciary wealth management firm focused on professionals with equity compensation, particularly in tech, space, and startups. The firm delivers equity strategy around stock options and employer stock plans (including trading windows/blackout periods and benefits-package review) plus comprehensive financial planning, tax-smart guidance, and ongoing portfolio management, often implemented with diversified public funds and ETFs. Serves clients across Southern California and Silicon Valley via flexible virtual/in-person engagement and same-day responsiveness.
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Owner & Executives
DEREK RUSSELL MUNCHOW
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4613241
- Ownership
- 75% or more
Srdjan Nastasic
Founder, PARTNER
- CRD
- #7207535
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,069,868 | $216,577 |
| Non-Discretionary | $1,150,634 | -- |
| Total | $100,220,502 | $216,577 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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