# The August Wealth Management Group

The August Wealth Management Group is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/augustwmg

## Regulatory record

- **CRD number:** 314683
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314683

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:26.840Z

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