# August Wealth Management

August Wealth Management is a RIA based in Portland.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** augustwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/august-wealth-management-llc

## Regulatory record

- **CRD number:** 155739
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155739

## About

August Wealth Management is a Portland-based financial advisory and investment management firm dedicated to helping Mainers build and maintain long-term wealth. It is an independently owned and operated fee-only investment advisory and financial planning firm. As Certified Financial Planners and fiduciaries, the firm provides customized financial plans and investment strategies on a client-by-client basis.

## People

- Scott Whytock

## Questions

### Who runs August Wealth Management?

No named principals have been confirmed through public sources. The firm has not publicly disclosed its leadership team.

### Where is August Wealth Management headquartered?

No office location has been confirmed through public records.

### What is the AUM of August Wealth Management?

August Wealth Management has not publicly disclosed its assets under management (AUM). The figure remains undisclosed as of this writing.

### Does August Wealth Management have any known investment portfolio companies?

No portfolio companies or investments have been reported in public sources.

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- [Eldridge Credit Advisers](https://altss.com/profile/eldridge-credit-advisers-llc)
- [McBride Financial](https://altss.com/profile/mcbride-financial)

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Last updated: 2026-08-11T15:06:04.815Z

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