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The August Wealth Management Group
The August Wealth Management Group is structured as a multi-family office serving a limited number of ultra-high-net-worth clients across the United...
The August Wealth Management Group
The August Wealth Management Group is structured as a multi-family office serving a limited number of ultra-high-net-worth clients across the United States. The firm delivers integrated wealth management spanning investment advisory, estate and tax planning, and family governance. Its founding team draws from private banking and institutional advisory backgrounds, bringing a fiduciary framework to what is often a commission-driven segment of the wealth management market. The firm's investment strategy spans a broad asset-class mix including public equities, fixed income, private equity, private credit, and real assets. Client capital is deployed through a combination of direct manager relationships, separately managed accounts, and access to institutional-quality alternative funds. The firm emphasizes tax efficiency and long-duration compounding, typically avoiding short-term trading in favor of multi-year partnership structures. Geographic focus is predominantly North America, though the firm maintains manager relationships that provide exposure to developed international and select emerging markets. The group serves a curated client roster rather than chasing asset-gathering scale, a posture reflected in its low client-to-advisor ratio and highly customized service model. Beyond core wealth management, the firm coordinates with outside estate attorneys, tax specialists, and philanthropic consultants to deliver a consolidated family-office experience without requiring clients to build their own standalone infrastructure. No adjacent vehicles or club memberships are publicly associated with the firm as of the latest available information. The firm's structural differentiator lies in its positioning between a true single-family office and a conventional multi-family office platform. Rather than aggregating hundreds of families into standardized model portfolios, The August Wealth Management Group operates more like a set of embedded family offices sharing a central investment and planning backbone. This architecture enables smaller ultra-high-net-worth families—who cannot justify a dedicated single-family office—to access institutional-caliber governance and deal flow, including co-investment opportunities typically limited to much larger pools of capital.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
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.
Is The August Wealth Management Group structured as a single-family office or a multi-family office?
It is a multi-family office, but its operational model skews closer to that of several embedded single-family offices sharing a central investment platform. Rather than aggregating a large number of clients into standardized portfolios, the firm limits its client roster substantially and allocates heavy advisory resources per family, enabling smaller ultra-high-net-worth families to achieve institutional-grade portfolio construction and governance.
Does the firm participate in fund commitments or only direct investments?
The firm blends both approaches, utilizing separately managed accounts for public-market exposure and committing to institutional-quality private funds for alternative investments. Where possible, it also seeks co-investment opportunities alongside established private equity and credit managers, offering families access to deal structures typically reserved for much larger pools of capital.
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.
What is the firm's known posture on co-investments alongside external GPs?
The firm actively evaluates co-investment opportunities presented by its network of general partner relationships. These co-investments allow client families to deploy capital into specific private equity or private credit deals without paying the double layer of management fees and carried interest that comes with fund-of-funds structures. Participation is selective and allocation is determined by each family's individual liquidity profile and sector exposure limits.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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