August Wealth Advisors
Financial Services • 
Saugatuck, Connecticut, United States • 1-10 Employees
Company overview
| Headquarters | 51 Riverside Ave, 1st Floor, Westport, Connecticut 06880, US |
| Phone number | +18009859477 |
| Website | |
| NAICS | 52 |
| Keywords | Partnerships, Investment Management, Estate Planning Strategy, Liquidity Services, Family & Personal Dynamics, Simple & Broad-Based Reporting |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contacts at August Wealth Advisors
Christina George
Director Of Operations And Administration & Client Services
Peter Grave
Director, Financial Advisor
August Wealth Advisors Email Formats
August Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@augustwealthadvisors.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@augustwealthadvisors.com | 85.7% |
{last name}{last name} | doedoe@augustwealthadvisors.com | 14.3% |
About August Wealth Advisors
We work with you as fiduciary, to provide transparent financial advice, custom plans, and a bespoke portfolio just for you. To build on your success, to confidently navigate the volatility of markets and life, we put your money to work as we seek to achieve your goals. We act as Independent Fiduciary Advisors with our strategic partners in investment, tax, estate, trust, and insurance to develop bespoke plans for select clients with shared ideals. Our compensation is aligned completely with your best interest in mind, and we commit to a proactive process to ensure your complete confidence and satisfaction.
August Wealth Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
August Wealth Advisors has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
August Wealth Advisors has never raised funding before.
August Wealth Advisors Tech Stack
Discover the technologies and tools that power August Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
Blogs
Webmail
Miscellaneous
Security
Programming languages
Blogs
CDN
Issue trackers
Appointment scheduling
PaaS
Singapore
Spain
United Kingdom
Frequently asked questions
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