August Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,404,369
Total clients
85
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
85
Average account size
$357,698
About
August Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and other business entities, providing discretionary portfolio management alongside comprehensive financial planning that covers retirement, estate, tax, cash‑flow and education planning. Engagements may be ongoing asset management or limited to hourly or special‑project planning, and the firm also offers educational presentations tailored to client audiences.
The firm uses a blend of fundamental, technical and cyclical analysis to inform security selection and typically manages accounts on a discretionary, long‑term basis while avoiding highly active trading. August Wealth emphasizes a thorough data‑gathering intake and periodic reviews to build personalized plans that emphasize capital preservation and appropriate growth for each client’s objectives.
Notably for a solo independent adviser, the firm accepts institutional clients and explicitly lists charitable organizations and other business entities among its client types, identifying nonprofit work as a core area of focus. The principal holds CFP and CDFA credentials and has experience in nonprofit treasury roles, and the firm states a willingness to work with a broad range of client demographics, including early‑career couples and those approaching retirement, without imposing an account minimum.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General estate planning guidance
Cash flow / budgeting
General tax planning
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Young Families
Approaching retirement
Fee options
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually Over $1,000,000+: 0.75% annually
$150 per hour, or negotiated rate
Main office location
August Wealth Management
66 Pearl Street, Suite 310
Portland ME 04101, United States
Number of offices
1
Most active in
August Wealth Management has reported serving >5 clients in these states in the last 12 months.
Maine · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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