| Name | Title | Ownership | Since |
|---|---|---|---|
| Erika B Morro Control | Chief Compliance Officer | Under 5% | 2025 |
| Joseph John Cardello Control | Principal | Over 75% | 2025 |
August Wealth Advisors LLC reports 8 employees.
August Wealth Advisors LLC is based in Westport, CT and has been SEC-registered since 2025.
August Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 Riverside Avenue, First Floor, Westport, CT 06880 |
| Phone | (800) 985-9477 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |