Updated:
The August Wealth Management Group
The August Wealth Management Group is a state-registered investment adviser in New York, NY. It has one office and two affiliated individuals: one employee...
Overview
The August Wealth Management Group is a state-registered investment adviser in New York, NY. It has one office and two affiliated individuals: one employee and one investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
How does The August Wealth Management Group structure its investment process?
The firm operates under a fiduciary standard, constructing bespoke portfolios from direct manager relationships and institutional fund access rather than proprietary products or brokerage commissions. Asset allocation is tax-aware and long-duration, weighting heavily toward illiquid alternatives including private equity and private credit. Each family receives a dedicated advisory team that coordinates investment policy with estate, tax, and philanthropic planning.
How is the firm compensated, and does it have conflicts of interest?
The August Wealth Management Group operates as a registered investment advisor, which legally obligates it to a fiduciary duty and fee-only compensation. This removes the commission and proprietary-product conflicts common in brokerage and private-bank wealth management models. The firm's revenue derives from advisory fees calculated as a percentage of assets under management or as fixed retainers, aligning its incentives with client portfolio performance and long-term wealth preservation.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research The August Wealth Management Group in Altss
Explore available research and relationship coverage for this adviser in Altss.